RESEARCH

2017 PLANADVISER Retirement Plan Adviser Survey

Providers

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Fidelity Investments

Qualified plan adviser votes161
OVERALL PERCEPTION AMONG QUALIFIED ADVISERS
Very favorable46%
Somewhat favorable40%
Not favorable14%
No opinion0%
Plan adviser experience with provider
Worked with many times69%
Worked with a few times24%
Worked with once1%
Never worked with5%
Top 10 service categories
1  Reputation64 votes
2  Overall service to midsize plans42 votes
3  Plan participant support41 votes
4  Overall service to large plans30 votes
4  Plan sponsor education materials30 votes
6  Participant education materials29 votes
7  Plan sponsor support23 votes
8  Overall service to small plans22 votes
9  Adviser sales/marketing support20 votes
10  Supporting materials19 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.