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
Empower Retirement
| Qualified plan adviser votes | 145 |
| OVERALL PERCEPTION AMONG QUALIFIED ADVISERS | |||
|---|---|---|---|
| Very favorable | 58% | ||
| Somewhat favorable | 37% | ||
| Not favorable | 6% | ||
| No opinion | 0% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 60% | ||
| Worked with a few times | 26% | ||
| Worked with once | 8% | ||
| Never worked with | 6% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to small plans | 47 votes | ||
| 2 Value for price | 35 votes | ||
| 3 Adviser support post-sale | 30 votes | ||
| 3 Wholesalers | 30 votes | ||
| 5 Fee structure for advisers | 29 votes | ||
| 6 Plan sponsor support | 24 votes | ||
| 7 Participant education materials | 23 votes | ||
| 7 Supporting materials | 23 votes | ||
| 9 Plan participant support | 22 votes | ||
| 9 Value-added adviser services | 22 votes | ||