RESEARCH

2017 PLANADVISER Retirement Plan Adviser Survey

Providers

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Ascensus

Qualified plan adviser votes116
OVERALL PERCEPTION AMONG QUALIFIED ADVISERS
Very favorable22%
Somewhat favorable34%
Not favorable38%
No opinion5%
Plan adviser experience with provider
Worked with many times38%
Worked with a few times40%
Worked with once10%
Never worked with12%
Top 10 service categories
1  Overall service to micro plans16 votes
2  Value for price12 votes
3  Fee structure for advisers8 votes
4  Wholesalers6 votes
5  Plan sponsor support3 votes
6  Adviser sales/marketing support2 votes
6  Overall service to small plans2 votes
6  Plan sponsor education materials2 votes
9  Participant education materials1 vote
9  Reputation1 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.