RESEARCH

2017 PLANADVISER Retirement Plan Adviser Survey

Providers

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Empower Retirement

Qualified plan adviser votes145
OVERALL PERCEPTION AMONG QUALIFIED ADVISERS
Very favorable58%
Somewhat favorable37%
Not favorable6%
No opinion0%
Plan adviser experience with provider
Worked with many times60%
Worked with a few times26%
Worked with once8%
Never worked with6%
Top 10 service categories
1  Overall service to small plans47 votes
2  Value for price35 votes
3  Adviser support post-sale30 votes
3  Wholesalers30 votes
5  Fee structure for advisers29 votes
6  Plan sponsor support24 votes
7  Participant education materials23 votes
7  Supporting materials23 votes
9  Plan participant support22 votes
9  Value-added adviser services22 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.