RESEARCH |
2018
PLANADVISER Retirement Plan Adviser Survey
Reported by PLANADVISER
| Art by Muhammad Mustafa
Providers
Newport Group
| Qualified plan adviser votes | 76 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 20% | ||
| Somewhat favorable | 46% | ||
| Not favorable | 33% | ||
| No opinion | 1% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 26% | ||
| Worked with a few times | 36% | ||
| Worked with once | 17% | ||
| Never worked with | 20% | ||
| Top 10 service categories | |||
|---|---|---|---|
| Overall service to small plans | 9 votes | ||
| Overall service to micro plans | 8 votes | ||
| Fee structure for advisers | 7 votes | ||
| Adviser sales/marketing support | 6 votes | ||
| Plan sponsor client service | 6 votes | ||
| Plan participant support | 5 votes | ||
| Web tools for advisers | 4 votes | ||
| Fee structure for plan sponsors | 3 votes | ||
| Web tools for plan sponsors | 2 votes | ||
| Plan sponsor education materials | 2 votes | ||