2015
Retirement Plan Adviser Survey

Arguably, retirement plan advisers have a better—or at least
a more comparative—perspective than their plan sponsor clients about the
relative strength of products and services offered by investment and
recordkeeping providers. After all, advisers can—and usually do—work with many
of them concurrently. The 2015 Retirement Plan Adviser Survey, our eighth,
endeavors to gain insight from the adviser community about how providers and
funds are selected, and which are the favorites each year.

Providers

Providers

John Hancock Retirement Plan Services

Qualified plan adviser votes169
Overall perception among plan advisers
Very favorable19.8%
Somewhat favorable46.7%
Not favorable27.5%
No opinion6.0%
Plan adviser experience with provider
Worked with many times46.7%
Worked with a few times41.9%
Worked with once4.2%
Never worked with7.2%
Top 10 service categories
1  Overall service to micro plans25 votes
2  Participant education materials13 votes
3  Adviser sales/marketing support9 votes
4  Plan participant support8 votes
4  Plan sponsor support8 votes
6  Plan sponsor education materials7 votes
6  Overall service to small plans7 votes
8  Wholesalers6 votes
8  Adviser support post-sale6 votes
10  Supporting materials5 votes