2017
PLANADVISER Retirement Plan Adviser Survey

When choosing recordkeepers and investment managers, advisers focus on their preferred firms

Providers

Providers

MassMutual Financial Group

Qualified plan adviser votes135
OVERALL PERCEPTION AMONG QUALIFIED ADVISERS
Very favorable26%
Somewhat favorable55%
Not favorable19%
No opinion1%
Plan adviser experience with provider
Worked with many times35%
Worked with a few times45%
Worked with once10%
Never worked with10%
Top 10 service categories
1  Participant education materials13 votes
2  Plan sponsor education materials12 votes
3  Overall service to midsize plans11 votes
3  Plan sponsor support11 votes
5  Value-added adviser services8 votes
5  Supporting materials8 votes
5  Plan participant support8 votes
8  Wholesalers7 votes
8  Overall service to small plans7 votes
8  Adviser support post-sale7 votes