RESEARCH

2017 PLANADVISER Retirement Plan Adviser Survey

Providers

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Wells Fargo & Co.

Qualified plan adviser votes67
OVERALL PERCEPTION AMONG QUALIFIED ADVISERS
Very favorable16%
Somewhat favorable57%
Not favorable22%
No opinion4%
Plan adviser experience with provider
Worked with many times18%
Worked with a few times26%
Worked with once14%
Never worked with41%
Top 10 service categories
1  Overall service to large plans5 votes
2  Plan sponsor support3 votes
2  Overall service to mega plans3 votes
4  Participant education materials2 votes
5  Value for price1 vote
5  Adviser support post-sale1 vote
5  Supporting materials1 vote
5  Fee structure for advisers1 vote
5  Plan sponsor education materials1 vote
5  Overall service to midsize plans1 vote

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.