RESEARCH |
2018
PLANADVISER Retirement Plan Adviser Survey
Reported by PLANADVISER
| Art by Muhammad Mustafa
Providers
TIAA
| Qualified plan adviser votes | 78 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 14% | ||
| Somewhat favorable | 37% | ||
| Not favorable | 44% | ||
| No opinion | 5% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 35% | ||
| Worked with a few times | 28% | ||
| Worked with once | 8% | ||
| Never worked with | 29% | ||
| Top 10 service categories | |||
|---|---|---|---|
| Wholesalers | 4 votes | ||
| Fee structure for advisers | 3 votes | ||
| Overall service to micro plans | 3 votes | ||
| Overall service to small plans | 3 votes | ||
| Value for price | 2 votes | ||
| Plan sponsor client service | 2 votes | ||
| Plan participant support | 2 votes | ||
| Adviser sales/marketing support | 2 votes | ||
| Plan sponsor education materials | 1 vote | ||
| Participant education materials | 1 vote | ||