RESEARCH |
2018
PLANADVISER Retirement Plan Adviser Survey
Reported by PLANADVISER
| Art by Muhammad Mustafa
Providers
Lincoln Financial Group
| Qualified plan adviser votes | 63 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 16% | ||
| Somewhat favorable | 48% | ||
| Not favorable | 33% | ||
| No opinion | 3% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 22% | ||
| Worked with a few times | 33% | ||
| Worked with once | 20% | ||
| Never worked with | 25% | ||
| Top 10 service categories | |||
|---|---|---|---|
| Adviser sales/marketing support | 2 votes | ||
| Participant education materials | 2 votes | ||
| Overall service to small plans | 2 votes | ||
| Plan participant support | 2 votes | ||
| Value for price | 2 votes | ||
| Fee structure for plan sponsors | 2 votes | ||
| Overall service to micro plans | 1 vote | ||
| Plan sponsor education materials | 1 vote | ||
| Wholesalers | 1 vote | ||
| Fee structure for advisers | 1 vote | ||