Providers
Putnam Investments^
Qualified plan adviser votes | 72 |
Overall perception among plan advisers | |||
---|---|---|---|
Very favorable | 30.6% | ||
Somewhat favorable | 25.7% | ||
Not favorable | 8.2% | ||
No opinion | 35.5% |
Plan adviser experience with provider | |||
---|---|---|---|
Worked with many times | 14.0% | ||
Worked with a few times | 31.8% | ||
Worked with once | 14.6% | ||
Never worked with | 39.5% |
Top 10 service categories | |||
---|---|---|---|
1 Overall service to small plans | 17 votes | ||
2 Overall service to midsize plans | 16 votes | ||
2 Participant education materials | 16 votes | ||
4 Plan sponsor support | 12 votes | ||
5 Plan participant support | 11 votes | ||
6 Adviser sales/marketing support | 10 votes | ||
6 Adviser support post-sale | 10 votes | ||
8 Plan sponsor education materials | 9 votes | ||
8 Supporting materials | 9 votes | ||
8 Overall service to large plans | 9 votes |
Footnote: ^Empower is the retirement services business of Great-West Financial, which recently completed its acquisition of the J.P. Morgan Retirement Plan Services large-market recordkeeping business and is integrating the retirement business of Putnam Investments. |