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
American Funds Distributors
| Qualified plan adviser votes | 113 |
| OVERALL PERCEPTION AMONG QUALIFIED ADVISERS | |||
|---|---|---|---|
| Very favorable | 32% | ||
| Somewhat favorable | 45% | ||
| Not favorable | 18% | ||
| No opinion | 5% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 41% | ||
| Worked with a few times | 40% | ||
| Worked with once | 8% | ||
| Never worked with | 11% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to micro plans | 12 votes | ||
| 2 Adviser sales/marketing support | 7 votes | ||
| 3 Overall service to small plans | 5 votes | ||
| 3 Adviser support post-sale | 5 votes | ||
| 3 Participant education materials | 5 votes | ||
| 3 Supporting materials | 5 votes | ||
| 7 Plan sponsor education materials | 4 votes | ||
| 8 Value for price | 3 votes | ||
| 8 Wholesalers | 3 votes | ||
| 8 Value-added adviser services | 3 votes | ||