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
Wells Fargo & Co.
| Qualified plan adviser votes | 67 |
| OVERALL PERCEPTION AMONG QUALIFIED ADVISERS | |||
|---|---|---|---|
| Very favorable | 16% | ||
| Somewhat favorable | 57% | ||
| Not favorable | 22% | ||
| No opinion | 4% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 18% | ||
| Worked with a few times | 26% | ||
| Worked with once | 14% | ||
| Never worked with | 41% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to large plans | 5 votes | ||
| 2 Plan sponsor support | 3 votes | ||
| 2 Overall service to mega plans | 3 votes | ||
| 4 Participant education materials | 2 votes | ||
| 5 Value for price | 1 vote | ||
| 5 Adviser support post-sale | 1 vote | ||
| 5 Supporting materials | 1 vote | ||
| 5 Fee structure for advisers | 1 vote | ||
| 5 Plan sponsor education materials | 1 vote | ||
| 5 Overall service to midsize plans | 1 vote | ||