RESEARCH |
2018
PLANADVISER Retirement Plan Adviser Survey
Reported by PLANADVISER
| Art by Muhammad Mustafa
Providers
Ascensus
| Qualified plan adviser votes | 110 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 22% | ||
| Somewhat favorable | 50% | ||
| Not favorable | 25% | ||
| No opinion | 4% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 43% | ||
| Worked with a few times | 33% | ||
| Worked with once | 11% | ||
| Never worked with | 12% | ||
| Top 10 service categories | |||
|---|---|---|---|
| Overall service to micro plans | 23 votes | ||
| Fee structure for plan sponsors | 15 votes | ||
| Value for price | 11 votes | ||
| Fee structure for advisers | 8 votes | ||
| Plan sponsor client service | 3 votes | ||
| Overall service to small plans | 3 votes | ||
| Web tools for plan sponsors | 2 votes | ||
| Plan sponsor education materials | 2 votes | ||
| Adviser sales/marketing support | 1 vote | ||
| Web tools for advisers | 1 vote | ||