Transamerica Retirement Solutions T. Rowe Price Qualified plan adviser votes Somewhat favorable Not favorable No opinion 25% 44% 28% 3% 120 Overall perception among qualified advisers Very favorable 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 36% 39% 15% 9% Top 10 service categories 1 Wholesalers 2 Overall service to midsize plans 3 Overall service to large plans 4 Adviser sales/marketing support 4 Supporting materials 4 Participant education materials 7 Adviser support post-sale 7 Plan participant support 9 Plan sponsor education materials 9 Overall service to small plans 13 votes 12 votes 9 votes 8 votes 8 votes 8 votes 7 votes 7 votes 6 votes 6 votes 58% 31% 7% 4% 26% 35% 16% 23% 72 Overall perception among qualified advisers Very favorable Vanguard 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 Overall service to midsize plans 1 Value for price 3 Wholesalers 3 Plan sponsor support 5 Adviser sales/marketing support 6 Overall service to large plans 6 Supporting materials 6 Participant education materials 6 Value-added adviser services 10 Adviser support post-sale 7 votes 7 votes 6 votes 6 votes 5 votes 4 votes 4 votes 4 votes 4 votes 3 votes 36% 54% 8% 11% Plan adviser experience with provider Worked with many times Worked with a few times Worked with once Never worked with 33% 48% 1% 17% Top 10 service categories 1 Reputation 2 Value for price 3 Overall service to large plans 3 Overall service to mega plans 5 Plan sponsor education materials 6 Overall service to midsize plans 6 Participant education materials 6 Overall service to micro plans 9 Value-added adviser services 10 Wholesalers 15 votes 10 votes 8 votes 8 votes 6 votes 5 votes 5 votes 5 votes 4 votes 3 votes 112 Overall perception among qualified advisers Very favorable Voya Financial Qualified plan adviser votes Somewhat favorable Not favorable No opinion 22% 39% 33% 6% 96 Overall perception among qualified advisers Very favorable Wells Fargo & Co. 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 30% 43% 8% 19% Top 10 service categories 1 Plan participant support 2 Overall service to micro plans 2 Wholesalers 2 Adviser sales/marketing support 2 Overall service to small plans 6 Value for price 6 Adviser support post-sale 8 Supporting materials 8 Fee structure for advisers 10 Plan sponsor education materials 6 votes 5 votes 5 votes 5 votes 5 votes 4 votes 4 votes 3 votes 3 votes 2 votes 16% 57% 22% 4% 18% 26% 14% 41% 67 Overall perception among qualified advisers Very favorable Want More Detail on Providers? 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 Overall service to large plans 2 Plan sponsor support 2 Overall service to mega plans 4 Participant education materials 5 Value for price 5 Adviser support post-sale 5 Supporting materials 5 Fee structure for advisers 5 Plan sponsor education materials 5 Overall service to midsize plans 5 votes 3 votes 3 votes 2 votes 1 vote 1 vote 1 vote 1 vote 1 vote 1 vote Each year Strategic Insight compiles primary research from advisers as well as plan sponsors on their experience with providers. For more information on available research reports or data, contact Jackie Scott at jackie.scott@strategic-i.com. planadviser.com september-october 2017 | 47http://www.planadviser.com