Art by Muhammad MustafaArt by Muhammad Mustafa


To access this premium content, please sign up for a free account!

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


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.