Art by Muhammad MustafaArt by Muhammad Mustafa


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Principal Financial Group

Qualified plan adviser votes135
Overall perception among plan advisers
Very favorable30%
Somewhat favorable46%
Not favorable21%
No opinion2%
Plan adviser experience with provider
Worked with many times59%
Worked with a few times32%
Worked with once5%
Never worked with3%
Top 10 service categories
Overall service to small plans20 votes
Overall service to micro plans19 votes
Plan sponsor client service18 votes
Plan participant support17 votes
Plan sponsor education materials14 votes
Adviser sales/marketing support11 votes
Web tools for advisers10 votes
Participant education materials10 votes
Wholesalers9 votes
Value for price9 votes


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.