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
MassMutual Financial Group
| Qualified plan adviser votes | 135 |
| OVERALL PERCEPTION AMONG QUALIFIED ADVISERS | |||
|---|---|---|---|
| Very favorable | 26% | ||
| Somewhat favorable | 55% | ||
| Not favorable | 19% | ||
| No opinion | 1% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 35% | ||
| Worked with a few times | 45% | ||
| Worked with once | 10% | ||
| Never worked with | 10% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Participant education materials | 13 votes | ||
| 2 Plan sponsor education materials | 12 votes | ||
| 3 Overall service to midsize plans | 11 votes | ||
| 3 Plan sponsor support | 11 votes | ||
| 5 Value-added adviser services | 8 votes | ||
| 5 Supporting materials | 8 votes | ||
| 5 Plan participant support | 8 votes | ||
| 8 Wholesalers | 7 votes | ||
| 8 Overall service to small plans | 7 votes | ||
| 8 Adviser support post-sale | 7 votes | ||