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
Lincoln Financial Group
| Qualified plan adviser votes | 80 |
| OVERALL PERCEPTION AMONG QUALIFIED ADVISERS | |||
|---|---|---|---|
| Very favorable | 21% | ||
| Somewhat favorable | 48% | ||
| Not favorable | 28% | ||
| No opinion | 4% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 13% | ||
| Worked with a few times | 45% | ||
| Worked with once | 14% | ||
| Never worked with | 28% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Wholesalers | 7 votes | ||
| 2 Adviser sales/marketing support | 6 votes | ||
| 2 Overall service to small plans | 6 votes | ||
| 2 Adviser support post-sale | 6 votes | ||
| 5 Overall service to midsize plans | 5 votes | ||
| 6 Value-added adviser services | 2 votes | ||
| 6 Fee structure for advisers | 2 votes | ||
| 8 Overall service to micro plans | 1 vote | ||
| 8 Supporting materials | 1 vote | ||
| 8 Plan participant support | 1 vote | ||