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
Providers
ADP Retirement Services
| Qualified plan adviser votes | 135 |
| OVERALL PERCEPTION AMONG QUALIFIED ADVISERS | |||
|---|---|---|---|
| Very favorable | 14% | ||
| Somewhat favorable | 44% | ||
| Not favorable | 39% | ||
| No opinion | 3% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 46% | ||
| Worked with a few times | 37% | ||
| Worked with once | 10% | ||
| Never worked with | 6% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to micro plans | 20 votes | ||
| 2 Overall service to small plans | 6 votes | ||
| 3 Adviser support post-sale | 5 votes | ||
| 3 Fee structure for advisers | 5 votes | ||
| 3 Value for price | 5 votes | ||
| 6 Plan sponsor support | 4 votes | ||
| 7 Wholesalers | 3 votes | ||
| 7 Value-added adviser services | 3 votes | ||
| 9 Adviser sales/marketing support | 2 votes | ||
| 10 Participant education materials | 1 vote | ||