RESEARCH |
2016
PLANADVISER Retirement Plan Adviser Survey
Advisers assess investment managers and recordkeepers
Reported by PLANADVISER
| Art by David Jien
Providers
Nationwide Financial
| Qualified plan adviser votes | 133 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 17% | ||
| Somewhat favorable | 44% | ||
| Not favorable | 36% | ||
| No opinion | 3% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 24% | ||
| Worked with a few times | 41% | ||
| Worked with once | 15% | ||
| Never worked with | 20% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Adviser sales/marketing support | 9 votes | ||
| 1 Overall service to micro plans | 9 votes | ||
| 3 Value-added adviser services | 8 votes | ||
| 3 Adviser support post-sale | 8 votes | ||
| 5 Participant educational materials | 5 votes | ||
| 5 Wholesalers | 5 votes | ||
| 7 Overall service to small plans | 4 votes | ||
| 7 Value for price | 4 votes | ||
| 7 Plan participant support | 4 votes | ||
| 10 Reputation | 3 votes | ||