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
Ascensus
| Qualified plan adviser votes | 116 |
| OVERALL PERCEPTION AMONG QUALIFIED ADVISERS | |||
|---|---|---|---|
| Very favorable | 22% | ||
| Somewhat favorable | 34% | ||
| Not favorable | 38% | ||
| No opinion | 5% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 38% | ||
| Worked with a few times | 40% | ||
| Worked with once | 10% | ||
| Never worked with | 12% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to micro plans | 16 votes | ||
| 2 Value for price | 12 votes | ||
| 3 Fee structure for advisers | 8 votes | ||
| 4 Wholesalers | 6 votes | ||
| 5 Plan sponsor support | 3 votes | ||
| 6 Adviser sales/marketing support | 2 votes | ||
| 6 Overall service to small plans | 2 votes | ||
| 6 Plan sponsor education materials | 2 votes | ||
| 9 Participant education materials | 1 vote | ||
| 9 Reputation | 1 vote | ||