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
Principal Financial Group
| Qualified plan adviser votes | 149 |
| OVERALL PERCEPTION AMONG QUALIFIED ADVISERS | |||
|---|---|---|---|
| Very favorable | 32% | ||
| Somewhat favorable | 38% | ||
| Not favorable | 28% | ||
| No opinion | 1% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 51% | ||
| Worked with a few times | 38% | ||
| Worked with once | 4% | ||
| Never worked with | 7% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Plan participant support | 20 votes | ||
| 2 Value-added adviser services | 19 votes | ||
| 3 Participant education materials | 18 votes | ||
| 4 Adviser support post-sale | 16 votes | ||
| 4 Plan sponsor education materials | 16 votes | ||
| 6 Overall service to micro plans | 15 votes | ||
| 7 Supporting materials | 14 votes | ||
| 8 Overall service to small plans | 13 votes | ||
| 8 Adviser sales/marketing support | 13 votes | ||
| 10 Plan sponsor support | 11 votes | ||