Art by Muhammad MustafaArt by Muhammad Mustafa

Providers

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Prudential Retirement

Qualified plan adviser votes77
Overall perception among plan advisers
Very favorable38%
Somewhat favorable47%
Not favorable13%
No opinion3%
Plan adviser experience with provider
Worked with many times34%
Worked with a few times31%
Worked with once15%
Never worked with19%
Top 10 service categories
Overall service to midsize plans12 votes
Plan sponsor client service6 votes
Value for price6 votes
Plan sponsor education materials5 votes
Adviser sales/marketing support4 votes
Participant education materials4 votes
Wholesalers4 votes
Overall service to large plans3 votes
Fee structure for plan sponsors3 votes
Overall service to small plans2 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.