Defined Contribution Plan Provider Listings continued OneAmerica Qualified plan adviser votes Somewhat favorable Not favorable No opinion 22% 48% 20% 10% 26% 22% 14% 39% 69 Overall perception among qualified advisers Very favorable Paychex Qualified plan adviser votes 1% 106 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 Value-added adviser services 1 Adviser support post-sale 3 Wholesalers 4 Overall service to micro plans 5 Fee structure for advisers 5 Value for price 5 Participant education materials 5 Plan participant support 4 votes 4 votes 3 votes 2 votes 1 vote 1 vote 1 vote 1 vote 30% 63% 6% Plan adviser experience with provider Worked with many times Worked with a few times Worked with once Never worked with 35% 42% 13% 10% Top 10 service categories 1 Overall service to micro plans 1 Fee structure for advisers 3 Value-added adviser services 3 Adviser support post-sale 3 Wholesalers 3 Value for price 3 Plan participant support 3 Overall service to small plans 3 Supporting materials 3 Adviser sales/marketing support 2 votes 2 votes 1 vote 1 vote 1 vote 1 vote 1 vote 1 vote 1 vote 1 vote Principal Financial Group Qualified plan adviser votes Somewhat favorable Not favorable No opinion 32% 38% 28% 1% 51% 38% 4% 7% 149 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 Plan participant support 2 Value-added adviser services 3 Participant education materials 4 Adviser support post-sale 4 Plan sponsor education materials 6 Overall service to micro plans 7 Supporting materials 8 Overall service to small plans 8 Adviser sales/marketing support 10 Plan sponsor support 20 votes 19 votes 18 votes 16 votes 16 votes 15 votes 14 votes 13 votes 13 votes 11 votes Prudential Retirement Qualified plan adviser votes The Standard 91 Overall perception among qualified advisers Very favorable Somewhat favorable Not favorable No opinion 37% 45% 14% 3% Plan adviser experience with provider Worked with many times Worked with a few times Worked with once Never worked with 23% 33% 11% 32% Top 10 service categories 1 Overall service to midsize plans 2 Participant education materials 3 Supporting materials 3 Plan sponsor support 5 Adviser sales/marketing support 5 Wholesalers 7 Plan participant support 7 Plan sponsor education materials 7 Overall service to small plans 7 Value for price 11 votes 7 votes 6 votes 6 votes 5 votes 5 votes 4 votes 4 votes 4 votes 4 votes Qualified plan adviser votes Somewhat favorable Not favorable No opinion 27% 41% 22% 8% 49 Overall perception among qualified advisers Very favorable TIAA 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 17% 24% 20% 39% Top 10 service categories 1 Plan sponsor education materials 1 Overall service to small plans 1 Adviser support post-sale 1 Overall service to micro plans 5 Plan sponsor support 5 Adviser sales/marketing support 5 Value for price 5 Value-added adviser services 9 Supporting materials 9 Wholesalers 3 votes 3 votes 3 votes 3 votes 2 votes 2 votes 2 votes 2 votes 1 vote 1 vote 18% 37% 40% 5% 27% 28% 17% 28% 65 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 Reputation 2 Value-added adviser services 2 Overall service to midsize plans 4 Adviser support post-sale 4 Wholesalers 4 Overall service to mega plans 3 votes 2 votes 2 votes 1 vote 1 vote 1 vote 46 | planadviser.com september-october 2017http://www.planadviser.com