RESEARCH |
2019
PLANADVISER Retirement Plan Adviser Survey
Reported by PLANADVISER
| Art by Harry Campbell
Providers
The Vanguard Group, Inc.
| Qualified plan adviser votes | 217 |
| Overall Perception Among Qualified Advisers | |||
|---|---|---|---|
| Very favorable | 24% | ||
| Somewhat favorable | 46% | ||
| Not favorable | 30% | ||
| Plan Adviser Experience with Provider | |||
|---|---|---|---|
| Worked with many times | 27% | ||
| Worked with several times | 25% | ||
| Worked with a few times | 37% | ||
| Worked with once | 11% | ||
| Key service categories | |||
|---|---|---|---|
| Overall service to micro plans | 7 votes | ||
| Overall service to small plans | 5 votes | ||
| Participant website and online tools | 7 votes | ||
| Sponsor website and reporting | 11votes | ||
| Regulatory and compliance support | 6 votes | ||
| Fee clarity and disclosure | 38 votes | ||
| Value for price | 42 votes | ||
| Plan design flexibility/customization | 6 votes | ||
| Adviser sales/marketing support | 6 votes | ||
| Web tools/functionality for advisers | 2 votes | ||
| Fee structure for advisers | 19 votes | ||