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
Voya Financial
| Qualified plan adviser votes | 96 |
| OVERALL PERCEPTION AMONG QUALIFIED ADVISERS | |||
|---|---|---|---|
| Very favorable | 22% | ||
| Somewhat favorable | 39% | ||
| Not favorable | 33% | ||
| No opinion | 6% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 30% | ||
| Worked with a few times | 43% | ||
| Worked with once | 8% | ||
| Never worked with | 19% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Plan participant support | 6 votes | ||
| 2 Overall service to micro plans | 5 votes | ||
| 2 Wholesalers | 5 votes | ||
| 2 Adviser sales/marketing support | 5 votes | ||
| 2 Overall service to small plans | 5 votes | ||
| 6 Value for price | 4 votes | ||
| 6 Adviser support post-sale | 4 votes | ||
| 8 Supporting materials | 3 votes | ||
| 8 Fee structure for advisers | 3 votes | ||
| 10 Plan sponsor education materials | 2 votes | ||