PLANADVISER - September/October 2017 - 36
2017 PLANADVISER Retirement Plan Adviser Survey
MANY
FACETS of
When choosing recordkeepers and investment
managers, advisers focus on their preferred firms
T
he role of retirement plan adviser has evolved considerably in the past few years. Advisers
are expected to provide assistance and guidance across all areas of the retirement plan-
including with design and investments-and perhaps participant services as well.
Yet, while the job also varies from client to client, most relationships are, in part, founded
on an expectation that the adviser will help the plan sponsor with its due diligence: to select
and monitor the most appropriate investments and recordkeepers.
The 2017 PLANADVISER Retirement Plan Adviser Survey, our 11th, re-examines the factors
that advisers consider when selecting these key providers, and details the companies they
prefer. The next issue of PLANADVISER will include the second part of the survey, " Practice
Benchmarking, " which delves into how advisers structure and run their practice.
Each year, performance remains top of mind for advisers when selecting investment
managers. However, while it is often said that past performance does not indicate future
results, advisers place a large emphasis on it when evaluating investments. Asked what their
first criterion was when selecting an investment manager, 50.0% said it was how well the fund
did against its appropriate benchmark. The second criterion, cited by 37.0% of advisers, was the
average performance of a fund over the past five years. The third factor-again, performance36
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PLANADVISER - September/October 2017
Table of Contents for the Digital Edition of PLANADVISER - September/October 2017
Onboarding New Clients
2017 Retirement Plan Adviser Survey
A Focus on the TDK Market
Reharvesting
Annuities in DC Plans
Keeping Them Happy
Laden With Student Debt
When Advisers Tout Their Own Services
PLANADVISER - September/October 2017 - Cover1
PLANADVISER - September/October 2017 - Cover2
PLANADVISER - September/October 2017 - 1
PLANADVISER - September/October 2017 - 2
PLANADVISER - September/October 2017 - 3
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PLANADVISER - September/October 2017 - 27
PLANADVISER - September/October 2017 - 28
PLANADVISER - September/October 2017 - 29
PLANADVISER - September/October 2017 - Onboarding New Clients
PLANADVISER - September/October 2017 - 31
PLANADVISER - September/October 2017 - 32
PLANADVISER - September/October 2017 - 33
PLANADVISER - September/October 2017 - 34
PLANADVISER - September/October 2017 - 35
PLANADVISER - September/October 2017 - 2017 Retirement Plan Adviser Survey
PLANADVISER - September/October 2017 - 37
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PLANADVISER - September/October 2017 - 39
PLANADVISER - September/October 2017 - 40
PLANADVISER - September/October 2017 - 41
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PLANADVISER - September/October 2017 - 45
PLANADVISER - September/October 2017 - 46
PLANADVISER - September/October 2017 - 47
PLANADVISER - September/October 2017 - A Focus on the TDK Market
PLANADVISER - September/October 2017 - 49
PLANADVISER - September/October 2017 - 50
PLANADVISER - September/October 2017 - 51
PLANADVISER - September/October 2017 - 52
PLANADVISER - September/October 2017 - 53
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PLANADVISER - September/October 2017 - 55
PLANADVISER - September/October 2017 - 56
PLANADVISER - September/October 2017 - 57
PLANADVISER - September/October 2017 - Reharvesting
PLANADVISER - September/October 2017 - 59
PLANADVISER - September/October 2017 - 60
PLANADVISER - September/October 2017 - 61
PLANADVISER - September/October 2017 - Annuities in DC Plans
PLANADVISER - September/October 2017 - 63
PLANADVISER - September/October 2017 - 64
PLANADVISER - September/October 2017 - 65
PLANADVISER - September/October 2017 - Keeping Them Happy
PLANADVISER - September/October 2017 - 67
PLANADVISER - September/October 2017 - Laden With Student Debt
PLANADVISER - September/October 2017 - 69
PLANADVISER - September/October 2017 - When Advisers Tout Their Own Services
PLANADVISER - September/October 2017 - 71
PLANADVISER - September/October 2017 - 72
PLANADVISER - September/October 2017 - Cover3
PLANADVISER - September/October 2017 - Cover4
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