Art by Muhammad MustafaArt by Muhammad Mustafa

Providers

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Newport Group

Qualified plan adviser votes76
Overall perception among plan advisers
Very favorable20%
Somewhat favorable46%
Not favorable33%
No opinion1%
Plan adviser experience with provider
Worked with many times26%
Worked with a few times36%
Worked with once17%
Never worked with20%
Top 10 service categories
Overall service to small plans9 votes
Overall service to micro plans8 votes
Fee structure for advisers7 votes
Adviser sales/marketing support6 votes
Plan sponsor client service6 votes
Plan participant support5 votes
Web tools for advisers4 votes
Fee structure for plan sponsors3 votes
Web tools for plan sponsors2 votes
Plan sponsor education materials2 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.