RESEARCH

2017 PLANADVISER Retirement Plan Adviser Survey

Providers

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American Funds Distributors

Qualified plan adviser votes113
OVERALL PERCEPTION AMONG QUALIFIED ADVISERS
Very favorable32%
Somewhat favorable45%
Not favorable18%
No opinion5%
Plan adviser experience with provider
Worked with many times41%
Worked with a few times40%
Worked with once8%
Never worked with11%
Top 10 service categories
1  Overall service to micro plans12 votes
2  Adviser sales/marketing support7 votes
3  Overall service to small plans5 votes
3  Adviser support post-sale5 votes
3  Participant education materials5 votes
3  Supporting materials5 votes
7  Plan sponsor education materials4 votes
8  Value for price3 votes
8  Wholesalers3 votes
8  Value-added adviser services3 votes

ARCHIVE

Retirement Plan Adviser Survey

Many Facets of Value: When selecting investment managers, advisers' top concern is performance, whereas when choosing a recordkeeper, value for price is top of mind.