RESEARCH |
2018
PLANADVISER Retirement Plan Adviser Survey
Reported by PLANADVISER
| Art by Muhammad Mustafa
Providers
Wells Fargo & Co.
| Qualified plan adviser votes | 61 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 16% | ||
| Somewhat favorable | 41% | ||
| Not favorable | 38% | ||
| No opinion | 5% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 22% | ||
| Worked with a few times | 32% | ||
| Worked with once | 14% | ||
| Never worked with | 32% | ||
| Top 10 service categories | |||
|---|---|---|---|
| Overall service to large plans | 4 votes | ||
| Overall service to midsize plans | 2 votes | ||
| Overall service to mega plans | 2 votes | ||
| Value for price | 1 vote | ||
| Fee structure for plan sponsors | 1 vote | ||
| Fee structure for advisers | 1 vote | ||
| Adviser sales/marketing support | 1 vote | ||
| Participant education materials | 1 vote | ||
| Plan participant support | 1 vote | ||
| Plan sponsor client service | 1 vote | ||