RESEARCH |
2023
PLANADVISER Retirement Plan Adviser Survey
Reported by PLANADVISER
| Art by James Yang
Providers
J.P. Morgan Asset Management
| Qualified plan adviser votes | 22 |
| Overall Perception Among Qualified Advisers | |||
|---|---|---|---|
| Very favorable | 18% | ||
| Somewhat favorable | 55% | ||
| Not favorable | 27% | ||
| Plan Adviser Experience with Provider | |||
|---|---|---|---|
| Worked with many times | 14% | ||
| Worked with several times | 5% | ||
| Worked with a few times | 32% | ||
| Worked with once | 50% | ||
| Highest Rated Areas of Service | |||
|---|---|---|---|
| Overall Service, Small Plans ($5MM – $50MM) | 2 votes | ||
| Overall Service, Large Plans (>$200MM – $1B) | 1 vote | ||
| Participant Website and Online Tools | 1 vote | ||
| Plan Sponsor Website, Analytics and Reporting | 1 vote | ||
| Service to MEPs / PEPs | 1 vote | ||
| Fee Clarity / Accounting / Disclosure / Benchmarking | 1 vote | ||
| Web Tools / Functionality for Advisers | 1 vote | ||