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
TIAA
| Qualified plan adviser votes | 65 |
| OVERALL PERCEPTION AMONG QUALIFIED ADVISERS | |||
|---|---|---|---|
| Very favorable | 18% | ||
| Somewhat favorable | 37% | ||
| Not favorable | 40% | ||
| No opinion | 5% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 27% | ||
| Worked with a few times | 28% | ||
| Worked with once | 17% | ||
| Never worked with | 28% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Reputation | 3 votes | ||
| 2 Value-added adviser services | 2 votes | ||
| 2 Overall service to midsize plans | 2 votes | ||
| 4 Adviser support post-sale | 1 vote | ||
| 4 Wholesalers | 1 vote | ||
| 4 Overall service to mega plans | 1 vote | ||