RESEARCH |
2018
PLANADVISER Retirement Plan Adviser Survey
Reported by PLANADVISER
| Art by Muhammad Mustafa
Providers
Vanguard
| Qualified plan adviser votes | 105 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 37% | ||
| Somewhat favorable | 49% | ||
| Not favorable | 12% | ||
| No opinion | 2% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 40% | ||
| Worked with a few times | 42% | ||
| Worked with once | 9% | ||
| Never worked with | 9% | ||
| Top 10 service categories | |||
|---|---|---|---|
| Fee structure for plan sponsors | 9 votes | ||
| Value for price | 8 votes | ||
| Overall service to mega plans | 6 votes | ||
| Overall service to large plans | 5 votes | ||
| Overall service to small plans | 5 votes | ||
| Overall service to micro plans | 4 votes | ||
| Overall service to midsize plans | 3 votes | ||
| Fee structure for advisers | 3 votes | ||
| Wholesalers | 3 votes | ||
| Plan sponsor education materials | 2 votes | ||