RESEARCH |
2016
PLANADVISER Retirement Plan Adviser Survey
Advisers assess investment managers and recordkeepers
Reported by PLANADVISER
| Art by David Jien
Providers
Milliman, Inc.
| Qualified plan adviser votes | 45 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 42% | ||
| Somewhat favorable | 49% | ||
| Not favorable | 2% | ||
| No opinion | 7% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 6% | ||
| Worked with a few times | 22% | ||
| Worked with once | 13% | ||
| Never worked with | 59% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to midsize plans | 4 votes | ||
| 2 Overall service to small plans | 3 votes | ||
| 2 Plan sponsor support | 3 votes | ||
| 4 Value for price | 2 votes | ||
| 4 Overall service to mega plans | 2 votes | ||
| 6 Fee structure for advisers | 1 vote | ||
| 6 Overall service to large plans | 1 vote | ||
| 6 Reputation | 1 vote | ||