Art by Muhammad MustafaArt by Muhammad Mustafa


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Bank of America Merrill Lynch

Qualified plan adviser votes45
Overall perception among plan advisers
Very favorable20%
Somewhat favorable29%
Not favorable47%
No opinion4%
Plan adviser experience with provider
Worked with many times16%
Worked with a few times26%
Worked with once14%
Never worked with43%
Top 10 service categories
Overall service to midsize plans6 votes
Overall service to large plans6 votes
Plan sponsor education materials5 votes
Overall service to mega plans5 votes
Web tools for advisers4 votes
Plan sponsor client service3 votes
Overall service to small plans3 votes
Fee structure for advisers2 votes
Web tools for plan sponsors2 votes
Adviser sales/marketing support2 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.