PLANADVISER - September/October 2017 - 41

Fee Structure for Advisers 107 votes
1 Empower Retirement
2 Fidelity Investments
3 Principal Financial Group
4 Ascensus
5 Transamerica Retirement Solutions
6 ADP Retirement Services
7 MassMutual Financial Group
27.1%
11.2%
8.4%
7.5%
5.6%
4.7%
3.7%
Value-Added Adviser Services 121 votes
1 Empower Retirement
2 Fidelity Investments
3 Principal Financial Group
4 John Hancock Retirement Plan Services
5 MassMutual Financial Group
6 Transamerica Retirement Solutions
7 OneAmerica
8 T. Rowe Price
9 Vanguard
18.2%
15.7%
15.7%
9.9%
6.6%
4.1%
3.3%
3.3%
3.3%
Value for Price 136 votes
1 Empower Retirement
2 Fidelity Investments
3 Ascensus
4 Vanguard
5 T. Rowe Price
6 John Hancock Retirement Plan Services
6 Principal Financial Group
8 ADP Retirement Services
8 MassMutual Financial Group
10 Prudential Retirement
10 Voya Financial
25.7%
11.8%
8.8%
7.4%
5.1%
4.4%
4.4%
3.7%
3.7%
2.9%
2.9%
Best Wholesalers 136 votes
1 Empower Retirement
2 Fidelity Investments
3 Transamerica Retirement Solutions
4 John Hancock Retirement Plan Services
5 Lincoln Financial
5 MassMutual Financial Group
7 Ascensus
7 Principal Financial Group
7 T. Rowe Price
10 Prudential Retirement
10 Voya Financial
22.0%
12.5%
9.6%
5.9%
5.1%
5.1%
4.4%
4.4%
4.4%
3.7%
3.7%
METHODOLOGY: This August and September, approximately 15,000 advisers
were asked to respond to the 2017 PLANADVISER Retirement Plan Adviser
Survey, developed by this magazine's editorial and research teams. Survey
questions pertained to the size and scope of advisers' qualified plan business,
practice management, compensation and client
service, as well as
their
assessments of investment managers, mutual funds and defined contribution
(DC) plan providers. At the close of the survey, 325 complete responses had
been received from retirement plan advisers. To qualify to supply opinions
on mutual fund families and specific mutual funds, an adviser had to be
personally involved in evaluating and recommending fund choices
in an
advisory capacity to qualified plan clients; 212 advisers met this criterion. To
evaluate DC plan providers, advisers had to answer affirmatively that, acting
in an advisory role, they personally evaluate and recommend these providers
for qualified plan clients; 205 advisers did so. In addition, an adviser needed to
have worked with a DC plan provider more than once for his favorability rating
of that recordkeeper to count. For more information and additional research
available, please contact surveys@strategic-i.com.
planadviser.com september-october 2017 | 41

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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
PLANADVISER - September/October 2017 - 4
PLANADVISER - September/October 2017 - 5
PLANADVISER - September/October 2017 - 6
PLANADVISER - September/October 2017 - 7
PLANADVISER - September/October 2017 - 8
PLANADVISER - September/October 2017 - 9
PLANADVISER - September/October 2017 - 10
PLANADVISER - September/October 2017 - 11
PLANADVISER - September/October 2017 - 12
PLANADVISER - September/October 2017 - 13
PLANADVISER - September/October 2017 - 14
PLANADVISER - September/October 2017 - 15
PLANADVISER - September/October 2017 - 16
PLANADVISER - September/October 2017 - 17
PLANADVISER - September/October 2017 - 18
PLANADVISER - September/October 2017 - 19
PLANADVISER - September/October 2017 - 20
PLANADVISER - September/October 2017 - 21
PLANADVISER - September/October 2017 - 22
PLANADVISER - September/October 2017 - 23
PLANADVISER - September/October 2017 - 24
PLANADVISER - September/October 2017 - 25
PLANADVISER - September/October 2017 - 26
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
PLANADVISER - September/October 2017 - 38
PLANADVISER - September/October 2017 - 39
PLANADVISER - September/October 2017 - 40
PLANADVISER - September/October 2017 - 41
PLANADVISER - September/October 2017 - 42
PLANADVISER - September/October 2017 - 43
PLANADVISER - September/October 2017 - 44
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
PLANADVISER - September/October 2017 - 54
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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