Art by Muhammad MustafaArt by Muhammad Mustafa

Providers

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MassMutual Financial Group

Qualified plan adviser votes130
Overall perception among plan advisers
Very favorable18%
Somewhat favorable59%
Not favorable21%
No opinion2%
Plan adviser experience with provider
Worked with many times42%
Worked with a few times44%
Worked with once12%
Never worked with2%
Top 10 service categories
Participant education materials11 votes
Plan participant support9 votes
Web tools for plan sponsors9 votes
Plan sponsor education materials7 votes
Plan sponsor client service7 votes
Wholesalers6 votes
Overall service to midsize plans6 votes
Overall service to small plans4 votes
Value for price4 votes
Web tools for advisers4 votes

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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.