Fidelity Investments Qualified plan adviser votes John Hancock Retirement Plan Services 151 Overall perception among qualified advisers Very favorable Somewhat favorable Not favorable No opinion 57% 30% 12% 1% Plan adviser experience with provider Worked with many times Worked with a few times Worked with once Never worked with 77% 18% 3% 2% Top 10 service categories Overall service to midsize plans Participant education materials Plan participant support Overall service to large plans Plan sponsor education materials Web tools for plan sponsors Overall service to mega plans Overall service to small plans Web tools for advisers Adviser sales/marketing support 53 votes 48 votes 43 votes 41 votes 37 votes 35 votes 34 votes 32 votes 31 votes 22 votes Qualified plan adviser votes Somewhat favorable Not favorable No opinion 29% 49% 20% 2% 135 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 48% 42% 6% 4% Top 10 service categories Adviser sales/marketing support Overall service to micro plans Participant education materials Web tools for advisers Plan sponsor education materials Wholesalers Overall service to small plans Plan participant support Value for price Fee structure for advisers 23 votes 19 votes 17 votes 17 votes 13 votes 12 votes 11 votes 10 votes 9 votes 8 votes 16% 48% 33% 3% 63 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 22% 33% 20% 25% Top 10 service categories Adviser sales/marketing support Participant education materials Overall service to small plans Plan participant support Value for price Fee structure for plan sponsors Overall service to micro plans Plan sponsor education materials Wholesalers Fee structure for advisers 2 votes 2 votes 2 votes 2 votes 2 votes 2 votes 1 vote 1 vote 1 vote 1 vote MassMutual Financial Group Qualified plan adviser votes Somewhat favorable Not favorable No opinion 18% 59% 21% 2% 130 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 42% 44% 12% 2% Top 10 service categories Participant education materials Plan participant support Web tools for plan sponsors Plan sponsor education materials Plan sponsor client service Wholesalers Overall service to midsize plans Overall service to small plans Value for price Web tools for advisers 11 votes 9 votes 9 votes 7 votes 7 votes 6 votes 6 votes 4 votes 4 votes 4 votes 19% 37% 37% 7% Plan adviser experience with provider Worked with many times Worked with a few times Worked with once Never worked with 26% 33% 22% 19% Top 10 service categories Plan sponsor client service Overall service to large plans Overall service to midsize plans Overall service to small plans Value for price Fee structure for advisers Adviser sales/marketing support Fee structure for plan sponsors Plan participant support Web tools for plan sponsors 4 votes 3 votes 2 votes 2 votes 2 votes 2 votes 2 votes 2 votes 1 vote 1 vote Qualified plan adviser votes Somewhat favorable Not favorable No opinion 20% 46% 33% 1% 76 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 26% 36% 17% 20% Top 10 service categories Overall service to small plans Overall service to micro plans Fee structure for advisers Adviser sales/marketing support Plan sponsor client service Plan participant support Web tools for advisers Fee structure for plan sponsors Web tools for plan sponsors Plan sponsor education materials 9 votes 8 votes 7 votes 6 votes 6 votes 5 votes 4 votes 3 votes 2 votes 2 votes planadviser.com September-October 2018 | 41http://www.planadviserdigital.com/planadviser/september_october_2018/TrackLink.action?pageName=41&exitLink=http%3A%2F%2Fplanadviser.com