Art by Muhammad MustafaArt by Muhammad Mustafa

Providers

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Lincoln Financial Group

Qualified plan adviser votes63
Overall perception among plan advisers
Very favorable16%
Somewhat favorable48%
Not favorable33%
No opinion3%
Plan adviser experience with provider
Worked with many times22%
Worked with a few times33%
Worked with once20%
Never worked with25%
Top 10 service categories
Adviser sales/marketing support2 votes
Participant education materials2 votes
Overall service to small plans2 votes
Plan participant support2 votes
Value for price2 votes
Fee structure for plan sponsors2 votes
Overall service to micro plans1 vote
Plan sponsor education materials1 vote
Wholesalers1 vote
Fee structure for advisers1 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.