2019
PLANADVISER Retirement Plan Adviser Survey

Providers

Providers

ADP Retirement Services

Qualified plan adviser votes270
Overall Perception Among Qualified Advisers
Very favorable12%
Somewhat favorable23%
Not favorable65%
Plan Adviser Experience with Provider
Worked with many times29%
Worked with several times15%
Worked with a few times39%
Worked with once17%
Key service categories
Overall service to micro plans34 votes
Overall service to small plans12 votes
Participant website and online tools2 votes
Sponsor website and reporting10 votes
Regulatory and compliance support6 votes
Fee clarity and disclosure16 votes
Value for price9 votes
Plan design flexibility/customization3 votes
Adviser sales/marketing support7 votes
Web tools/functionality for advisers9 votes
Fee structure for advisers5 votes