RESEARCH |
2018
PLANADVISER Retirement Plan Adviser Survey
Reported by PLANADVISER
| Art by Muhammad Mustafa
Providers
John Hancock Retirement Plan Services
| Qualified plan adviser votes | 135 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 29% | ||
| Somewhat favorable | 49% | ||
| Not favorable | 20% | ||
| No opinion | 2% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 48% | ||
| Worked with a few times | 42% | ||
| Worked with once | 6% | ||
| Never worked with | 4% | ||
| Top 10 service categories | |||
|---|---|---|---|
| Adviser sales/marketing support | 23 votes | ||
| Overall service to micro plans | 19 votes | ||
| Participant education materials | 17 votes | ||
| Web tools for advisers | 17 votes | ||
| Plan sponsor education materials | 13 votes | ||
| Wholesalers | 12 votes | ||
| Overall service to small plans | 11 votes | ||
| Plan participant support | 10 votes | ||
| Value for price | 9 votes | ||
| Fee structure for advisers | 8 votes | ||