Art by Muhammad MustafaArt by Muhammad Mustafa

Providers

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American Funds Distributors

Qualified plan adviser votes112
Overall perception among plan advisers
Very favorable38%
Somewhat favorable47%
Not favorable11%
No opinion4%
Plan adviser experience with provider
Worked with many times37%
Worked with a few times48%
Worked with once8%
Never worked with7%
Top 10 service categories
Overall service to micro plans10 votes
Wholesalers10 votes
Adviser sales/marketing support8 votes
Value for price5 votes
Fee structure for advisers5 votes
Fee structure for plan sponsors5 votes
Participant education materials5 votes
Web tools for advisers2 votes
Plan sponsor client service2 votes
Plan participant support1 vote

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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.