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
Vanguard
| Qualified plan adviser votes | 112 |
| OVERALL PERCEPTION AMONG QUALIFIED ADVISERS | |||
|---|---|---|---|
| Very favorable | 36% | ||
| Somewhat favorable | 54% | ||
| Not favorable | 8% | ||
| No opinion | 11% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 33% | ||
| Worked with a few times | 48% | ||
| Worked with once | 1% | ||
| Never worked with | 17% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Reputation | 15 votes | ||
| 2 Value for price | 10 votes | ||
| 3 Overall service to large plans | 8 votes | ||
| 3 Overall service to mega plans | 8 votes | ||
| 5 Plan sponsor education materials | 6 votes | ||
| 6 Overall service to midsize plans | 5 votes | ||
| 6 Participant education materials | 5 votes | ||
| 6 Overall service to micro plans | 5 votes | ||
| 9 Value-added adviser services | 4 votes | ||
| 10 Wholesalers | 3 votes | ||