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
Fidelity Investments
| Qualified plan adviser votes | 161 |
| OVERALL PERCEPTION AMONG QUALIFIED ADVISERS | |||
|---|---|---|---|
| Very favorable | 46% | ||
| Somewhat favorable | 40% | ||
| Not favorable | 14% | ||
| No opinion | 0% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 69% | ||
| Worked with a few times | 24% | ||
| Worked with once | 1% | ||
| Never worked with | 5% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Reputation | 64 votes | ||
| 2 Overall service to midsize plans | 42 votes | ||
| 3 Plan participant support | 41 votes | ||
| 4 Overall service to large plans | 30 votes | ||
| 4 Plan sponsor education materials | 30 votes | ||
| 6 Participant education materials | 29 votes | ||
| 7 Plan sponsor support | 23 votes | ||
| 8 Overall service to small plans | 22 votes | ||
| 9 Adviser sales/marketing support | 20 votes | ||
| 10 Supporting materials | 19 votes | ||