RESEARCH |
2018
PLANADVISER Retirement Plan Adviser Survey
Reported by PLANADVISER
| Art by Muhammad Mustafa
Providers
Principal Financial Group
| Qualified plan adviser votes | 135 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 30% | ||
| Somewhat favorable | 46% | ||
| Not favorable | 21% | ||
| No opinion | 2% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 59% | ||
| Worked with a few times | 32% | ||
| Worked with once | 5% | ||
| Never worked with | 3% | ||
| Top 10 service categories | |||
|---|---|---|---|
| Overall service to small plans | 20 votes | ||
| Overall service to micro plans | 19 votes | ||
| Plan sponsor client service | 18 votes | ||
| Plan participant support | 17 votes | ||
| Plan sponsor education materials | 14 votes | ||
| Adviser sales/marketing support | 11 votes | ||
| Web tools for advisers | 10 votes | ||
| Participant education materials | 10 votes | ||
| Wholesalers | 9 votes | ||
| Value for price | 9 votes | ||