RESEARCH |
2016
PLANADVISER Retirement Plan Adviser Survey
Advisers assess investment managers and recordkeepers
Reported by PLANADVISER
| Art by David Jien
Providers
T. Rowe Price
| Qualified plan adviser votes | 98 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 45% | ||
| Somewhat favorable | 49% | ||
| Not favorable | 6% | ||
| No opinion | 0% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 21% | ||
| Worked with a few times | 32% | ||
| Worked with once | 18% | ||
| Never worked with | 29% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to midsize plans | 8 votes | ||
| 2 Wholesalers | 7 votes | ||
| 2 Overall service to large plans | 7 votes | ||
| 2 Value for price | 7 votes | ||
| 5 Plan sponsor educational materials | 6 votes | ||
| 6 Adviser sales/marketing support | 5 votes | ||
| 6 Value-added adviser services | 5 votes | ||
| 6 Reputation | 5 votes | ||
| 9 Participant educational materials | 4 votes | ||
| 10 Plan participant support | 3 votes | ||