RESEARCH

2017 PLANADVISER Retirement Plan Adviser Survey

Providers

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Voya Financial

Qualified plan adviser votes96
OVERALL PERCEPTION AMONG QUALIFIED ADVISERS
Very favorable22%
Somewhat favorable39%
Not favorable33%
No opinion6%
Plan adviser experience with provider
Worked with many times30%
Worked with a few times43%
Worked with once8%
Never worked with19%
Top 10 service categories
1  Plan participant support6 votes
2  Overall service to micro plans5 votes
2  Wholesalers5 votes
2  Adviser sales/marketing support5 votes
2  Overall service to small plans5 votes
6  Value for price4 votes
6  Adviser support post-sale4 votes
8  Supporting materials3 votes
8  Fee structure for advisers3 votes
10  Plan sponsor education materials2 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.