RESEARCH |
2018
PLANADVISER Retirement Plan Adviser Survey
Reported by PLANADVISER
| Art by Muhammad Mustafa
Providers
ADP Retirement Services
| Qualified plan adviser votes | 125 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 13% | ||
| Somewhat favorable | 42% | ||
| Not favorable | 42% | ||
| No opinion | 2% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 47% | ||
| Worked with a few times | 34% | ||
| Worked with once | 10% | ||
| Never worked with | 10% | ||
| Top 10 service categories | |||
|---|---|---|---|
| Overall service to micro plans | 23 votes | ||
| Value for price | 6 votes | ||
| Adviser sales/marketing support | 5 votes | ||
| Plan participant support | 5 votes | ||
| Overall service to small plans | 4 votes | ||
| Fee structure for advisers | 4 votes | ||
| Web tools for advisers | 4 votes | ||
| Web tools for plan sponsors | 4 votes | ||
| Fee structure for plan sponsors | 3 votes | ||
| Wholesalers | 2 votes | ||