RESEARCH |
2017
PLANADVISER Retirement Plan Adviser Survey
When choosing recordkeepers and investment managers, advisers focus on their preferred firms
Reported by PLANADVISER
| Art by Red Nose Studio
Survey Data
Top Criteria Used to Decide Which Funds Are Appropriate for Plans
| 1st | 2nd | 3rd | 4th | |
|---|---|---|---|---|
| Performance (1-year return) | 13.6% | 4.5% | 36.4% | 22.7% |
| Performance (5-year return) | 21.9% | 37.0% | 19.2% | 16.4% |
| Performance vs. benchmarks | 50.0% | 29.1% | 14.5% | 4.5% |
| Manager tenure | 6.5% | 14.5% | 14.5% | 29.0% |
| Brand | 4.0% | 8.0% | 12.0% | 28.0% |
| Style drift | 8.5% | 6.4% | 21.3% | 38.3% |
| Total assets | 17.6% | 11.8% | 5.9% | 0.0% |
| Sharpe ratio | 18.6% | 24.3% | 22.9% | 20.0% |
| Share class availability | 11.5% | 5.8% | 26.9% | 23.1% |
| Adviser support | 7.1% | 7.1% | 14.3% | 21.4% |
| Supporting materials | 11.1% | 0.0% | 22.2% | 11.1% |
| Fee structure for adviser | 20.0% | 0.0% | 10.0% | 10.0% |
| Fee structure for plan | 21.2% | 16.5% | 24.7% | 18.8% |
| Plan demographics | 33.3% | 12.8% | 20.5% | 10.3% |