RESEARCH |
2016
PLANADVISER Retirement Plan Adviser Survey
Advisers assess investment managers and recordkeepers
Reported by PLANADVISER
| Art by David Jien
Providers
Fidelity Investments
| Qualified plan adviser votes | 253 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 45% | ||
| Somewhat favorable | 45% | ||
| Not favorable | 9% | ||
| No opinion | 1% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 62% | ||
| Worked with a few times | 28% | ||
| Worked with once | 8% | ||
| Never worked with | 3% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Reputation | 103 votes | ||
| 2 Overall service to midsize plans | 62 votes | ||
| 3 Plan participant support | 52 votes | ||
| 4 Overall service to small plans | 51 votes | ||
| 5 Supporting materials | 50 votes | ||
| 6 Participant educational materials | 49 votes | ||
| 6 Overall service to large plans | 49 votes | ||
| 8 Adviser sales/marketing support | 47 votes | ||
| 8 Plan sponsor educational materials | 47 votes | ||
| 10 Wholesalers | 42 votes | ||