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
Charles Schwab
| Qualified plan adviser votes | 77 |
| OVERALL PERCEPTION AMONG QUALIFIED ADVISERS | |||
|---|---|---|---|
| Very favorable | 29% | ||
| Somewhat favorable | 57% | ||
| Not favorable | 9% | ||
| No opinion | 5% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 21% | ||
| Worked with a few times | 26% | ||
| Worked with once | 16% | ||
| Never worked with | 37% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to midsize plans | 7 votes | ||
| 2 Overall service to large plans | 6 votes | ||
| 3 Plan sponsor education materials | 5 votes | ||
| 4 Overall service to small plans | 3 votes | ||
| 4 Plan participant support | 3 votes | ||
| 4 Value for price | 3 votes | ||
| 4 Fee structure for advisers | 3 votes | ||
| 8 Plan sponsor support | 2 votes | ||
| 8 Overall service to mega plans | 2 votes | ||
| 8 Reputation | 2 votes | ||