RESEARCH |
2016
PLANADVISER Retirement Plan Adviser Survey
Advisers assess investment managers and recordkeepers
Reported by PLANADVISER
| Art by David Jien
Providers
Voya Financial
| Qualified plan adviser votes | 158 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 30% | ||
| Somewhat favorable | 39% | ||
| Not favorable | 27% | ||
| No opinion | 4% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 30% | ||
| Worked with a few times | 41% | ||
| Worked with once | 12% | ||
| Never worked with | 17% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Value for price | 15 votes | ||
| 1 Adviser support post-sale | 15 votes | ||
| 3 Plan sponsor support | 12 votes | ||
| 3 Adviser sales/marketing support | 12 votes | ||
| 5 Overall service to small plans | 11 votes | ||
| 5 Overall service to micro plans | 11 votes | ||
| 7 Value-added adviser services | 10 votes | ||
| 8 Fee structure for advisers | 9 votes | ||
| 8 Participant educational materials | 9 votes | ||
| 8 Wholesalers | 9 votes | ||