Art by Muhammad MustafaArt by Muhammad Mustafa

Providers

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Voya Financial

Qualified plan adviser votes105
Overall perception among plan advisers
Very favorable29%
Somewhat favorable43%
Not favorable25%
No opinion4%
Plan adviser experience with provider
Worked with many times37%
Worked with a few times39%
Worked with once15%
Never worked with8%
Top 10 service categories
Overall service to small plans10 votes
Value for price9 votes
Overall service to micro plans7 votes
Wholesalers7 votes
Fee structure for plan sponsors5 votes
Fee structure for advisers5 votes
Adviser sales/marketing support5 votes
Participant education materials5 votes
Plan participant support5 votes
Overall service to midsize plans3 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.