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
Prudential Retirement
| Qualified plan adviser votes | 91 |
| OVERALL PERCEPTION AMONG QUALIFIED ADVISERS | |||
|---|---|---|---|
| Very favorable | 37% | ||
| Somewhat favorable | 45% | ||
| Not favorable | 14% | ||
| No opinion | 3% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 23% | ||
| Worked with a few times | 33% | ||
| Worked with once | 11% | ||
| Never worked with | 32% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to midsize plans | 11 votes | ||
| 2 Participant education materials | 7 votes | ||
| 3 Supporting materials | 6 votes | ||
| 3 Plan sponsor support | 6 votes | ||
| 5 Adviser sales/marketing support | 5 votes | ||
| 5 Wholesalers | 5 votes | ||
| 7 Plan participant support | 4 votes | ||
| 7 Plan sponsor education materials | 4 votes | ||
| 7 Overall service to small plans | 4 votes | ||
| 7 Value for price | 4 votes | ||