RESEARCH |
2019
PLANADVISER Retirement Plan Adviser Survey
Reported by PLANADVISER
| Art by Harry Campbell
Providers
Fidelity Investments
| Qualified plan adviser votes | 333 |
| Overall Perception Among Qualified Advisers | |||
|---|---|---|---|
| Very favorable | 31% | ||
| Somewhat favorable | 50% | ||
| Not favorable | 19% | ||
| Plan Adviser Experience with Provider | |||
|---|---|---|---|
| Worked with many times | 43% | ||
| Worked with several times | 24% | ||
| Worked with a few times | 25% | ||
| Worked with once | 8% | ||
| Key service categories | |||
|---|---|---|---|
| Overall service to micro plans | 2 votes | ||
| Overall service to small plans | 44 votes | ||
| Participant website and online tools | 113 votes | ||
| Sponsor website and reporting | 94 votes | ||
| Regulatory and compliance support | 54 votes | ||
| Fee clarity and disclosure | 70 votes | ||
| Value for price | 33 votes | ||
| Plan design flexibility/customization | 28 votes | ||
| Adviser sales/marketing support | 48 votes | ||
| Web tools/functionality for advisers | 66 votes | ||
| Fee structure for advisers | 38 votes | ||