RESEARCH |
2018
PLANADVISER Retirement Plan Adviser Survey
Reported by PLANADVISER
| Art by Muhammad Mustafa
Providers
Fidelity Investments
| Qualified plan adviser votes | 151 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 57% | ||
| Somewhat favorable | 30% | ||
| Not favorable | 12% | ||
| No opinion | 1% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 77% | ||
| Worked with a few times | 18% | ||
| Worked with once | 3% | ||
| Never worked with | 2% | ||
| Top 10 service categories | |||
|---|---|---|---|
| Overall service to midsize plans | 53 votes | ||
| Participant education materials | 48 votes | ||
| Plan participant support | 43 votes | ||
| Overall service to large plans | 41 votes | ||
| Plan sponsor education materials | 37 votes | ||
| Web tools for plan sponsors | 35 votes | ||
| Overall service to mega plans | 34 votes | ||
| Overall service to small plans | 32 votes | ||
| Web tools for advisers | 31 votes | ||
| Adviser sales/marketing support | 22 votes | ||