RESEARCH |
2018
PLANADVISER Retirement Plan Adviser Survey
Reported by PLANADVISER
| Art by Muhammad Mustafa
Providers
Charles Schwab
| Qualified plan adviser votes | 59 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 53% | ||
| Somewhat favorable | 42% | ||
| Not favorable | 3% | ||
| No opinion | 2% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 33% | ||
| Worked with a few times | 21% | ||
| Worked with once | 14% | ||
| Never worked with | 33% | ||
| Top 10 service categories | |||
|---|---|---|---|
| Overall service to midsize plans | 12 votes | ||
| Overall service to large plans | 9 votes | ||
| Plan sponsor client service | 9 votes | ||
| Value for price | 7 votes | ||
| Fee structure for plan sponsors | 5 votes | ||
| Overall service to small plans | 4 votes | ||
| Wholesalers | 4 votes | ||
| Participant education materials | 4 votes | ||
| Plan participant support | 4 votes | ||
| Web tools for advisers | 3 votes | ||