RESEARCH |
2016
PLANADVISER Retirement Plan Adviser Survey
Advisers assess investment managers and recordkeepers
Reported by PLANADVISER
| Art by David Jien
Providers
The Standard
| Qualified plan adviser votes | 69 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 30% | ||
| Somewhat favorable | 41% | ||
| Not favorable | 22% | ||
| No opinion | 7% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 14% | ||
| Worked with a few times | 26% | ||
| Worked with once | 14% | ||
| Never worked with | 46% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to small plans | 7 votes | ||
| 2 Overall service to micro plans | 5 votes | ||
| 3 Overall service to midsize plans | 4 votes | ||
| 4 Adviser support post-sale | 3 votes | ||
| 5 Plan sponsor support | 2 votes | ||
| 5 Plan sponsor educational materials | 2 votes | ||
| 5 Value-added adviser services | 2 votes | ||
| 5 Fee structure for advisers | 2 votes | ||
| 5 Supporting materials | 2 votes | ||
| 5 Participant educational materials | 2 votes | ||