RESEARCH |
2018
PLANADVISER Retirement Plan Adviser Survey
Reported by PLANADVISER
| Art by Muhammad Mustafa
Providers
Empower Retirement
| Qualified plan adviser votes | 144 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 58% | ||
| Somewhat favorable | 34% | ||
| Not favorable | 8% | ||
| No opinion | 0% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 63% | ||
| Worked with a few times | 28% | ||
| Worked with once | 6% | ||
| Never worked with | 3% | ||
| Top 10 service categories | |||
|---|---|---|---|
| Overall service to small plans | 47 votes | ||
| Web tools for plan sponsors | 47 votes | ||
| Web tools for advisers | 43 votes | ||
| Fee structure for plan sponsors | 36 votes | ||
| Value for price | 35 votes | ||
| Fee structure for advisers | 29 votes | ||
| Plan participant support | 26 votes | ||
| Plan sponsor client service | 25 votes | ||
| Overall service to micro plans | 25 votes | ||
| Overall service to midsize plans | 23 votes | ||