PLANADVISER - September/October 2018 - 43

Transamerica
Retirement Solutions
T. Rowe Price
Qualified plan adviser votes
Somewhat favorable
Not favorable
No opinion
26%
38%
31%
4%
118
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
43%
38%
14%
5%
Top 10 service categories
Adviser sales/marketing support
Value for price
Plan participant support
Plan sponsor education materials
Wholesalers
Overall service to midsize plans
Overall service to large plans
Plan sponsor client service
Overall service to small plans
Participant education materials
12 votes
7 votes
7 votes
7 votes
6 votes
6 votes
6 votes
5 votes
4 votes
4 votes
43%
49%
7%
0%
81
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
30%
39%
12%
19%
Top 10 service categories
Overall service to large plans
Participant education materials
Fee structure for plan sponsors
Value for price
Plan sponsor education materials
Adviser sales/marketing support
Overall service to midsize plans
Plan sponsor client service
Overall service to micro plans
Overall service to mega plans
9 votes
9 votes
9 votes
7 votes
7 votes
5 votes
5 votes
4 votes
4 votes
4 votes
37%
49%
12%
2%
105
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
40%
42%
9%
9%
Top 10 service categories
Fee structure for plan sponsors
Value for price
Overall service to mega plans
Overall service to large plans
Overall service to small plans
Overall service to micro plans
Overall service to midsize plans
Fee structure for advisers
Wholesalers
Plan sponsor education materials
9 votes
8 votes
6 votes
5 votes
5 votes
4 votes
3 votes
3 votes
3 votes
2 votes
Voya Financial
Qualified plan adviser votes
Somewhat favorable
Not favorable
No opinion
29%
43%
25%
4%
37%
39%
15%
8%
105
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
Top 10 service categories
Overall service to small plans
Value for price
Overall service to micro plans
Wholesalers
Fee structure for plan sponsors
Fee structure for advisers
Adviser sales/marketing support
Participant education materials
Plan participant support
Overall service to midsize plans
10 votes
9 votes
7 votes
7 votes
5 votes
5 votes
5 votes
5 votes
5 votes
3 votes
16%
41%
38%
5%
61
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
22%
32%
14%
32%
Top 10 service categories
Overall service to large plans
Overall service to midsize plans
Overall service to mega plans
Value for price
Fee structure for plan sponsors
Fee structure for advisers
Adviser sales/marketing support
Participant education materials
Plan participant support
Plan sponsor client service
4 votes
2 votes
2 votes
1 vote
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 2018 | 43
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PLANADVISER - September/October 2018

Table of Contents for the Digital Edition of PLANADVISER - September/October 2018

Valuable Partnerships
Pension Risk Transfer
How to Explain CITs to Sponsors
Open MEP Opportunities
Appropriate Benchmarking
Investigations Intensify
PLANADVISER - September/October 2018 - Cover1
PLANADVISER - September/October 2018 - Cover2
PLANADVISER - September/October 2018 - 1
PLANADVISER - September/October 2018 - 2
PLANADVISER - September/October 2018 - 3
PLANADVISER - September/October 2018 - 4
PLANADVISER - September/October 2018 - 5
PLANADVISER - September/October 2018 - 6
PLANADVISER - September/October 2018 - 7
PLANADVISER - September/October 2018 - 8
PLANADVISER - September/October 2018 - 9
PLANADVISER - September/October 2018 - 10
PLANADVISER - September/October 2018 - 11
PLANADVISER - September/October 2018 - 12
PLANADVISER - September/October 2018 - 13
PLANADVISER - September/October 2018 - 14
PLANADVISER - September/October 2018 - 15
PLANADVISER - September/October 2018 - 16
PLANADVISER - September/October 2018 - 17
PLANADVISER - September/October 2018 - 18
PLANADVISER - September/October 2018 - 19
PLANADVISER - September/October 2018 - 20
PLANADVISER - September/October 2018 - 21
PLANADVISER - September/October 2018 - 22
PLANADVISER - September/October 2018 - 23
PLANADVISER - September/October 2018 - 24
PLANADVISER - September/October 2018 - 25
PLANADVISER - September/October 2018 - 26
PLANADVISER - September/October 2018 - 27
PLANADVISER - September/October 2018 - 28
PLANADVISER - September/October 2018 - 29
PLANADVISER - September/October 2018 - 30
PLANADVISER - September/October 2018 - 31
PLANADVISER - September/October 2018 - 32
PLANADVISER - September/October 2018 - 33
PLANADVISER - September/October 2018 - 34
PLANADVISER - September/October 2018 - 35
PLANADVISER - September/October 2018 - 36
PLANADVISER - September/October 2018 - 37
PLANADVISER - September/October 2018 - 38
PLANADVISER - September/October 2018 - 39
PLANADVISER - September/October 2018 - 40
PLANADVISER - September/October 2018 - 41
PLANADVISER - September/October 2018 - 42
PLANADVISER - September/October 2018 - 43
PLANADVISER - September/October 2018 - 44
PLANADVISER - September/October 2018 - 45
PLANADVISER - September/October 2018 - 46
PLANADVISER - September/October 2018 - 47
PLANADVISER - September/October 2018 - Valuable Partnerships
PLANADVISER - September/October 2018 - 49
PLANADVISER - September/October 2018 - Pension Risk Transfer
PLANADVISER - September/October 2018 - 51
PLANADVISER - September/October 2018 - How to Explain CITs to Sponsors
PLANADVISER - September/October 2018 - 53
PLANADVISER - September/October 2018 - Open MEP Opportunities
PLANADVISER - September/October 2018 - Appropriate Benchmarking
PLANADVISER - September/October 2018 - Investigations Intensify
PLANADVISER - September/October 2018 - Cover3
PLANADVISER - September/October 2018 - Cover4
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