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
Nationwide Financial
| Qualified plan adviser votes | 73 |
| OVERALL PERCEPTION AMONG QUALIFIED ADVISERS | |||
|---|---|---|---|
| Very favorable | 16% | ||
| Somewhat favorable | 42% | ||
| Not favorable | 36% | ||
| No opinion | 5% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 22% | ||
| Worked with a few times | 35% | ||
| Worked with once | 14% | ||
| Never worked with | 29% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Supporting materials | 5 votes | ||
| 1 Overall service to micro plans | 5 votes | ||
| 3 Plan sponsor support | 4 votes | ||
| 4 Wholesalers | 3 votes | ||
| 4 Adviser sales/marketing support | 3 votes | ||
| 4 Fee structure for advisers | 3 votes | ||
| 7 Value-added adviser services | 2 votes | ||
| 7 Adviser support post-sale | 2 votes | ||
| 7 Reputation | 2 votes | ||
| 10 Participant education materials | 1 vote | ||