RESEARCH |
2018
PLANADVISER Retirement Plan Adviser Survey
Reported by PLANADVISER
| Art by Muhammad Mustafa
Providers
The Standard
| Qualified plan adviser votes | 49 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 22% | ||
| Somewhat favorable | 57% | ||
| Not favorable | 16% | ||
| No opinion | 4% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 16% | ||
| Worked with a few times | 32% | ||
| Worked with once | 15% | ||
| Never worked with | 37% | ||
| Top 10 service categories | |||
|---|---|---|---|
| Value for price | 4 votes | ||
| Plan sponsor client service | 3 votes | ||
| Fee structure for advisers | 3 votes | ||
| Overall service to micro plans | 3 votes | ||
| Overall service to small plans | 2 votes | ||
| Plan participant support | 2 votes | ||
| Plan sponsor education materials | 1 vote | ||
| Participant education materials | 1 vote | ||
| Fee structure for plan sponsors | 1 vote | ||
| Web tools for plan sponsors | 1 vote | ||