Fidelity Investments Qualified plan adviser votes John Hancock Retirement Plan Services 161 Overall perception among qualified advisers Very favorable Somewhat favorable Not favorable No opinion 46% 40% 14% 0% Plan adviser experience with provider Worked with many times Worked with a few times Worked with once Never worked with 69% 24% 1% 5% Top 10 service categories 1 Reputation 2 Overall service to midsize plans 3 Plan participant support 4 Overall service to large plans 4 Plan sponsor education materials 6 Participant education materials 7 Plan sponsor support 8 Overall service to small plans 9 Adviser sales/marketing support 10 Supporting materials 64 votes 42 votes 41 votes 30 votes 30 votes 29 votes 23 votes 22 votes 20 votes 19 votes Qualified plan adviser votes Somewhat favorable Not favorable No opinion 31% 50% 18% 1% 47% 33% 10% 10% 134 Overall perception among qualified advisers Very favorable Lincoln Financial Group Qualified plan adviser votes Somewhat favorable Not favorable No opinion Plan adviser experience with provider Worked with many times Worked with a few times Worked with once Never worked with Top 10 service categories 1 Adviser sales/marketing support 1 Overall service to micro plans 3 Participant education materials 3 Value-added adviser services 5 Plan sponsor education materials 6 Overall service to small plans 6 Supporting materials 8 Plan participant support 8 Plan sponsor support 8 Adviser support post-sale 17 votes 17 votes 12 votes 12 votes 11 votes 10 votes 10 votes 9 votes 9 votes 9 votes 21% 48% 28% 4% 13% 45% 14% 28% 80 Overall perception among qualified advisers Very favorable Plan adviser experience with provider Worked with many times Worked with a few times Worked with once Never worked with Top 10 service categories 1 Wholesalers 2 Adviser sales/marketing support 2 Overall service to small plans 2 Adviser support post-sale 5 Overall service to midsize plans 6 Value-added adviser services 6 Fee structure for advisers 8 Overall service to micro plans 8 Supporting materials 8 Plan participant support 7 votes 6 votes 6 votes 6 votes 5 votes 2 votes 2 votes 1 vote 1 vote 1 vote MassMutual Financial Group Qualified plan adviser votes Somewhat favorable Not favorable No opinion 26% 55% 19% 1% 35% 45% 10% 10% 135 Overall perception among qualified advisers Very favorable Nationwide Financial Qualified plan adviser votes Newport Group 73 Overall perception among qualified advisers Very favorable Somewhat favorable Not favorable No opinion Plan adviser experience with provider Worked with many times Worked with a few times Worked with once Never worked with Top 10 service categories 1 Participant education materials 2 Plan sponsor education materials 3 Overall service to midsize plans 3 Plan sponsor support 5 Value-added adviser services 5 Supporting materials 5 Plan participant support 8 Wholesalers 8 Overall service to small plans 8 Adviser support post-sale 13 votes 12 votes 11 votes 11 votes 8 votes 8 votes 8 votes 7 votes 7 votes 7 votes 16% 42% 36% 5% Plan adviser experience with provider Worked with many times Worked with a few times Worked with once Never worked with 22% 35% 14% 29% Top 10 service categories 1 Supporting materials 1 Overall service to micro plans 3 Plan sponsor support 4 Wholesalers 4 Adviser sales/marketing support 4 Fee structure for advisers 7 Value-added adviser services 7 Adviser support post-sale 7 Reputation 10 Participant education materials 5 votes 5 votes 4 votes 3 votes 3 votes 3 votes 2 votes 2 votes 2 votes 1 vote Qualified plan adviser votes Somewhat favorable Not favorable No opinion 19% 41% 23% 17% 78 Overall perception among qualified advisers Very favorable Plan adviser experience with provider Worked with many times Worked with a few times Worked with once Never worked with 19% 27% 19% 34% Top 10 service categories 1 Overall service to small plans 2 Overall service to micro plans 3 Fee structure for advisers 3 Value for price 5 Wholesalers 6 Plan sponsor support 6 Value-added adviser services 5 votes 4 votes 3 votes 3 votes 2 votes 1 vote 1 vote planadviser.com september-october 2017 | 45http://www.planadviser.com