RESEARCH |
2018
PLANADVISER Retirement Plan Adviser Survey
Reported by PLANADVISER
| Art by Muhammad Mustafa
Providers
OneAmerica
| Qualified plan adviser votes | 77 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 27% | ||
| Somewhat favorable | 44% | ||
| Not favorable | 27% | ||
| No opinion | 1% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 27% | ||
| Worked with a few times | 38% | ||
| Worked with once | 11% | ||
| Never worked with | 24% | ||
| Top 10 service categories | |||
|---|---|---|---|
| Fee structure for plan sponsors | 8 votes | ||
| Web tools for advisers | 4 votes | ||
| Wholesalers | 3 votes | ||
| Overall service to small plans | 3 votes | ||
| Plan sponsor client service | 3 votes | ||
| Web tools for plan sponsors | 3 votes | ||
| Value for price | 3 votes | ||
| Fee structure for advisers | 2 votes | ||
| Overall service to micro plans | 1 vote | ||
| Adviser sales/marketing support | 1 vote | ||