RESEARCH

2017 PLANADVISER Retirement Plan Adviser Survey

Providers

To access this premium content, please sign up for a free account!

Vanguard

Qualified plan adviser votes112
OVERALL PERCEPTION AMONG QUALIFIED ADVISERS
Very favorable36%
Somewhat favorable54%
Not favorable8%
No opinion11%
Plan adviser experience with provider
Worked with many times33%
Worked with a few times48%
Worked with once1%
Never worked with17%
Top 10 service categories
1  Reputation15 votes
2  Value for price10 votes
3  Overall service to large plans8 votes
3  Overall service to mega plans8 votes
5  Plan sponsor education materials6 votes
6  Overall service to midsize plans5 votes
6  Participant education materials5 votes
6  Overall service to micro plans5 votes
9  Value-added adviser services4 votes
10  Wholesalers3 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.