RESEARCH |
2018
PLANADVISER Retirement Plan Adviser Survey
Reported by PLANADVISER
| Art by Muhammad Mustafa
Providers
MassMutual Financial Group
| Qualified plan adviser votes | 130 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 18% | ||
| Somewhat favorable | 59% | ||
| Not favorable | 21% | ||
| No opinion | 2% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 42% | ||
| Worked with a few times | 44% | ||
| Worked with once | 12% | ||
| Never worked with | 2% | ||
| Top 10 service categories | |||
|---|---|---|---|
| Participant education materials | 11 votes | ||
| Plan participant support | 9 votes | ||
| Web tools for plan sponsors | 9 votes | ||
| Plan sponsor education materials | 7 votes | ||
| Plan sponsor client service | 7 votes | ||
| Wholesalers | 6 votes | ||
| Overall service to midsize plans | 6 votes | ||
| Overall service to small plans | 4 votes | ||
| Value for price | 4 votes | ||
| Web tools for advisers | 4 votes | ||