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
Newport Group
| Qualified plan adviser votes | 78 |
| OVERALL PERCEPTION AMONG QUALIFIED ADVISERS | |||
|---|---|---|---|
| Very favorable | 19% | ||
| Somewhat favorable | 41% | ||
| Not favorable | 23% | ||
| No opinion | 17% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 19% | ||
| Worked with a few times | 27% | ||
| Worked with once | 19% | ||
| Never worked with | 34% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to small plans | 5 votes | ||
| 2 Overall service to micro plans | 4 votes | ||
| 3 Fee structure for advisers | 3 votes | ||
| 3 Value for price | 3 votes | ||
| 5 Wholesalers | 2 votes | ||
| 6 Plan sponsor support | 1 vote | ||
| 6 Value-added adviser services | 1 vote | ||