Art by Muhammad MustafaArt by Muhammad Mustafa


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Nationwide Financial

Qualified plan adviser votes73
Overall perception among plan advisers
Very favorable19%
Somewhat favorable37%
Not favorable37%
No opinion7%
Plan adviser experience with provider
Worked with many times26%
Worked with a few times33%
Worked with once22%
Never worked with19%
Top 10 service categories
Plan sponsor client service4 votes
Overall service to large plans3 votes
Overall service to midsize plans2 votes
Overall service to small plans2 votes
Value for price2 votes
Fee structure for advisers2 votes
Adviser sales/marketing support2 votes
Fee structure for plan sponsors2 votes
Plan participant support1 vote
Web tools for plan sponsors1 vote


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.