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
T. Rowe Price
| Qualified plan adviser votes | 72 |
| OVERALL PERCEPTION AMONG QUALIFIED ADVISERS | |||
|---|---|---|---|
| Very favorable | 58% | ||
| Somewhat favorable | 31% | ||
| Not favorable | 7% | ||
| No opinion | 4% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 26% | ||
| Worked with a few times | 35% | ||
| Worked with once | 16% | ||
| Never worked with | 23% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to midsize plans | 7 votes | ||
| 1 Value for price | 7 votes | ||
| 3 Wholesalers | 6 votes | ||
| 3 Plan sponsor support | 6 votes | ||
| 5 Adviser sales/marketing support | 5 votes | ||
| 6 Overall service to large plans | 4 votes | ||
| 6 Supporting materials | 4 votes | ||
| 6 Participant education materials | 4 votes | ||
| 6 Value-added adviser services | 4 votes | ||
| 10 Adviser support post-sale | 3 votes | ||