RESEARCH |
2018
PLANADVISER Retirement Plan Adviser Survey
Reported by PLANADVISER
| Art by Muhammad Mustafa
Providers
T. Rowe Price
| Qualified plan adviser votes | 81 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 43% | ||
| Somewhat favorable | 49% | ||
| Not favorable | 7% | ||
| No opinion | 0% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 30% | ||
| Worked with a few times | 39% | ||
| Worked with once | 12% | ||
| Never worked with | 19% | ||
| Top 10 service categories | |||
|---|---|---|---|
| Overall service to large plans | 9 votes | ||
| Participant education materials | 9 votes | ||
| Fee structure for plan sponsors | 9 votes | ||
| Value for price | 7 votes | ||
| Plan sponsor education materials | 7 votes | ||
| Adviser sales/marketing support | 5 votes | ||
| Overall service to midsize plans | 5 votes | ||
| Plan sponsor client service | 4 votes | ||
| Overall service to micro plans | 4 votes | ||
| Overall service to mega plans | 4 votes | ||