RESEARCH

2017 PLANADVISER Retirement Plan Adviser Survey

Providers

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T. Rowe Price

Qualified plan adviser votes72
OVERALL PERCEPTION AMONG QUALIFIED ADVISERS
Very favorable58%
Somewhat favorable31%
Not favorable7%
No opinion4%
Plan adviser experience with provider
Worked with many times26%
Worked with a few times35%
Worked with once16%
Never worked with23%
Top 10 service categories
1  Overall service to midsize plans7 votes
1  Value for price7 votes
3  Wholesalers6 votes
3  Plan sponsor support6 votes
5  Adviser sales/marketing support5 votes
6  Overall service to large plans4 votes
6  Supporting materials4 votes
6  Participant education materials4 votes
6  Value-added adviser services4 votes
10  Adviser support post-sale3 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.