RESEARCH |
2016
PLANADVISER Retirement Plan Adviser Survey
Advisers assess investment managers and recordkeepers
Reported by PLANADVISER
| Art by David Jien
Providers
Securian Financial Group, Inc.
| Qualified plan adviser votes | 38 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 11% | ||
| Somewhat favorable | 46% | ||
| Not favorable | 38% | ||
| No opinion | 5% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 4% | ||
| Worked with a few times | 19% | ||
| Worked with once | 12% | ||
| Never worked with | 64% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Adviser support post-sale | 3 votes | ||
| 1 Plan sponsor support | 3 votes | ||
| 1 Overall service to micro plans | 3 votes | ||
| 4 Plan participant support | 2 votes | ||
| 4 Overall service to small plans | 2 votes | ||
| 4 Wholesalers | 2 votes | ||
| 7 Plan sponsor educational materials | 1 vote | ||
| 7 Value-added adviser services | 1 vote | ||
| 7 Adviser sales/marketing support | 1 vote | ||
| 7 Fee structure for advisers | 1 vote | ||