RESEARCH |
2016
PLANADVISER Retirement Plan Adviser Survey
Advisers assess investment managers and recordkeepers
Reported by PLANADVISER
| Art by David Jien
Providers
Prudential Retirement
| Qualified plan adviser votes | 112 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 39% | ||
| Somewhat favorable | 43% | ||
| Not favorable | 14% | ||
| No opinion | 4% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 29% | ||
| Worked with a few times | 26% | ||
| Worked with once | 15% | ||
| Never worked with | 30% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to midsize plans | 19 votes | ||
| 2 Plan sponsor educational materials | 10 votes | ||
| 3 Adviser support post-sale | 8 votes | ||
| 3 Supporting materials | 8 votes | ||
| 3 Value-added adviser services | 8 votes | ||
| 6 Plan sponsor support | 7 votes | ||
| 7 Overall service to large plans | 6 votes | ||
| 8 Participant educational materials | 5 votes | ||
| 8 Adviser sales/marketing support | 5 votes | ||
| 10 Plan participant support | 4 votes | ||