RESEARCH

2017 PLANADVISER Retirement Plan Adviser Survey

Providers

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Lincoln Financial Group

Qualified plan adviser votes80
OVERALL PERCEPTION AMONG QUALIFIED ADVISERS
Very favorable21%
Somewhat favorable48%
Not favorable28%
No opinion4%
Plan adviser experience with provider
Worked with many times13%
Worked with a few times45%
Worked with once14%
Never worked with28%
Top 10 service categories
1  Wholesalers7 votes
2  Adviser sales/marketing support6 votes
2  Overall service to small plans6 votes
2  Adviser support post-sale6 votes
5  Overall service to midsize plans5 votes
6  Value-added adviser services2 votes
6  Fee structure for advisers2 votes
8  Overall service to micro plans1 vote
8  Supporting materials1 vote
8  Plan participant support1 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.