Art by Muhammad MustafaArt by Muhammad Mustafa

Providers

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John Hancock Retirement Plan Services

Qualified plan adviser votes135
Overall perception among plan advisers
Very favorable29%
Somewhat favorable49%
Not favorable20%
No opinion2%
Plan adviser experience with provider
Worked with many times48%
Worked with a few times42%
Worked with once6%
Never worked with4%
Top 10 service categories
Adviser sales/marketing support23 votes
Overall service to micro plans19 votes
Participant education materials17 votes
Web tools for advisers17 votes
Plan sponsor education materials13 votes
Wholesalers12 votes
Overall service to small plans11 votes
Plan participant support10 votes
Value for price9 votes
Fee structure for advisers8 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.