Art by Muhammad MustafaArt by Muhammad Mustafa

Providers

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

Wells Fargo & Co.

Qualified plan adviser votes61
Overall perception among plan advisers
Very favorable16%
Somewhat favorable41%
Not favorable38%
No opinion5%
Plan adviser experience with provider
Worked with many times22%
Worked with a few times32%
Worked with once14%
Never worked with32%
Top 10 service categories
Overall service to large plans4 votes
Overall service to midsize plans2 votes
Overall service to mega plans2 votes
Value for price1 vote
Fee structure for plan sponsors1 vote
Fee structure for advisers1 vote
Adviser sales/marketing support1 vote
Participant education materials1 vote
Plan participant support1 vote
Plan sponsor client service1 vote

ARCHIVE

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.