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
John Hancock Retirement Plan Services
| Qualified plan adviser votes | 134 |
| OVERALL PERCEPTION AMONG QUALIFIED ADVISERS | |||
|---|---|---|---|
| Very favorable | 31% | ||
| Somewhat favorable | 50% | ||
| Not favorable | 18% | ||
| No opinion | 1% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 47% | ||
| Worked with a few times | 33% | ||
| Worked with once | 10% | ||
| Never worked with | 10% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Adviser sales/marketing support | 17 votes | ||
| 1 Overall service to micro plans | 17 votes | ||
| 3 Participant education materials | 12 votes | ||
| 3 Value-added adviser services | 12 votes | ||
| 5 Plan sponsor education materials | 11 votes | ||
| 6 Overall service to small plans | 10 votes | ||
| 6 Supporting materials | 10 votes | ||
| 8 Plan participant support | 9 votes | ||
| 8 Plan sponsor support | 9 votes | ||
| 8 Adviser support post-sale | 9 votes | ||