RESEARCH

2017 PLANADVISER Retirement Plan Adviser Survey

Providers

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John Hancock Retirement Plan Services

Qualified plan adviser votes134
OVERALL PERCEPTION AMONG QUALIFIED ADVISERS
Very favorable31%
Somewhat favorable50%
Not favorable18%
No opinion1%
Plan adviser experience with provider
Worked with many times47%
Worked with a few times33%
Worked with once10%
Never worked with10%
Top 10 service categories
1  Adviser sales/marketing support17 votes
1  Overall service to micro plans17 votes
3  Participant education materials12 votes
3  Value-added adviser services12 votes
5  Plan sponsor education materials11 votes
6  Overall service to small plans10 votes
6  Supporting materials10 votes
8  Plan participant support9 votes
8  Plan sponsor support9 votes
8  Adviser support post-sale9 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.