RESEARCH

2017 PLANADVISER Retirement Plan Adviser Survey

Providers

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Charles Schwab

Qualified plan adviser votes77
OVERALL PERCEPTION AMONG QUALIFIED ADVISERS
Very favorable29%
Somewhat favorable57%
Not favorable9%
No opinion5%
Plan adviser experience with provider
Worked with many times21%
Worked with a few times26%
Worked with once16%
Never worked with37%
Top 10 service categories
1  Overall service to midsize plans7 votes
2  Overall service to large plans6 votes
3  Plan sponsor education materials5 votes
4  Overall service to small plans3 votes
4  Plan participant support3 votes
4  Value for price3 votes
4  Fee structure for advisers3 votes
8  Plan sponsor support2 votes
8  Overall service to mega plans2 votes
8  Reputation2 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.