RESEARCH

2017 PLANADVISER Retirement Plan Adviser Survey

Providers

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Bank of America Merrill Lynch

Qualified plan adviser votes59
OVERALL PERCEPTION AMONG QUALIFIED ADVISERS
Very favorable25%
Somewhat favorable25%
Not favorable39%
No opinion10%
Plan adviser experience with provider
Worked with many times8%
Worked with a few times32%
Worked with once11%
Never worked with49%
Top 10 service categories
1  Overall service to large plans11 votes
2  Overall service to midsize plans10 votes
3  Overall service to small plans7 votes
4  Plan sponsor support6 votes
4  Adviser sales/marketing support6 votes
4  Overall service to mega plans 6 votes
7  Reputation5 votes
7  Adviser support post-sale5 votes
9  Plan participant support2 votes
10  Value for price1 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.