RESEARCH |
2016
PLANADVISER Retirement Plan Adviser Survey
Advisers assess investment managers and recordkeepers
Reported by PLANADVISER
| Art by David Jien
Providers
Vanguard
| Qualified plan adviser votes | 161 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 41% | ||
| Somewhat favorable | 54% | ||
| Not favorable | 4% | ||
| No opinion | 1% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 31% | ||
| Worked with a few times | 42% | ||
| Worked with once | 8% | ||
| Never worked with | 19% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Reputation | 38 votes | ||
| 2 Overall service to large plans | 16 votes | ||
| 2 Value for price | 16 votes | ||
| 4 Overall service to midsize plans | 15 votes | ||
| 5 Overall service to mega plans | 14 votes | ||
| 6 Fee structure for advisers | 11 votes | ||
| 7 Plan sponsor educational materials | 6 votes | ||
| 7 Plan sponsor support | 6 votes | ||
| 9 Plan participant support | 5 votes | ||
| 9 Participant educational materials | 5 votes | ||