2019
PLANADVISER Retirement Plan Adviser Survey

Providers

Providers

Empower Retirement

Qualified plan adviser votes348
Overall Perception Among Qualified Advisers
Very favorable42%
Somewhat favorable40%
Not favorable18%
Plan Adviser Experience with Provider
Worked with many times42%
Worked with several times23%
Worked with a few times24%
Worked with once11%
Key service categories
Overall service to micro plans59 votes
Overall service to small plans121 votes
Participant website and online tools140 votes
Sponsor website and reporting125 votes
Regulatory and compliance support55 votes
Fee clarity and disclosure69 votes
Value for price102 votes
Plan design flexibility/customization80 votes
Adviser sales/marketing support97 votes
Web tools/functionality for advisers133 votes
Fee structure for advisers112 vote