RESEARCH |
2018
PLANADVISER Retirement Plan Adviser Survey
Reported by PLANADVISER
| Art by Muhammad Mustafa
Providers
American Funds Distributors
| Qualified plan adviser votes | 112 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 38% | ||
| Somewhat favorable | 47% | ||
| Not favorable | 11% | ||
| No opinion | 4% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 37% | ||
| Worked with a few times | 48% | ||
| Worked with once | 8% | ||
| Never worked with | 7% | ||
| Top 10 service categories | |||
|---|---|---|---|
| Overall service to micro plans | 10 votes | ||
| Wholesalers | 10 votes | ||
| Adviser sales/marketing support | 8 votes | ||
| Value for price | 5 votes | ||
| Fee structure for advisers | 5 votes | ||
| Fee structure for plan sponsors | 5 votes | ||
| Participant education materials | 5 votes | ||
| Web tools for advisers | 2 votes | ||
| Plan sponsor client service | 2 votes | ||
| Plan participant support | 1 vote | ||