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
OneAmerica
| Qualified plan adviser votes | 69 |
| OVERALL PERCEPTION AMONG QUALIFIED ADVISERS | |||
|---|---|---|---|
| Very favorable | 22% | ||
| Somewhat favorable | 48% | ||
| Not favorable | 20% | ||
| No opinion | 10% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 26% | ||
| Worked with a few times | 22% | ||
| Worked with once | 14% | ||
| Never worked with | 39% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Value-added adviser services | 4 votes | ||
| 1 Adviser support post-sale | 4 votes | ||
| 3 Wholesalers | 3 votes | ||
| 4 Overall service to micro plans | 2 votes | ||
| 5 Fee structure for advisers | 1 vote | ||
| 5 Value for price | 1 vote | ||
| 5 Participant education materials | 1 vote | ||
| 5 Plan participant support | 1 vote | ||