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
The Standard
| Qualified plan adviser votes | 49 |
| OVERALL PERCEPTION AMONG QUALIFIED ADVISERS | |||
|---|---|---|---|
| Very favorable | 27% | ||
| Somewhat favorable | 41% | ||
| Not favorable | 22% | ||
| No opinion | 8% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 17% | ||
| Worked with a few times | 24% | ||
| Worked with once | 20% | ||
| Never worked with | 39% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Plan sponsor education materials | 3 votes | ||
| 1 Overall service to small plans | 3 votes | ||
| 1 Adviser support post-sale | 3 votes | ||
| 1 Overall service to micro plans | 3 votes | ||
| 5 Plan sponsor support | 2 votes | ||
| 5 Adviser sales/marketing support | 2 votes | ||
| 5 Value for price | 2 votes | ||
| 5 Value-added adviser services | 2 votes | ||
| 9 Supporting materials | 1 vote | ||
| 9 Wholesalers | 1 vote | ||