Advisors work with a variety of recordkeepers across different market segments, and in support of plans of all sizes and complexities—so, which one(s) are the best? Time is running out to weigh in!
Last year, we introduced the Advisors’ Choice award to acknowledge the nation’s best recordkeepers—in five different market segments, across 13 different service categories. That said, a lot has happened in the past year—but the services these institutions provide are, if anything, more important than ever.
Our second annual Advisors’ Choice recognition is underway—and we are asking advisors (only) to vote for the recordkeeper(s) that provide you and your plan sponsor clients with the level of support and services you deserve.
Below you will find links to five major market segments—just click on the one(s) in which you focus your practice—and rate the provider(s) you work with. Please rate only the capabilities of the firm(s) you work with and their respective capabilities as being:
- "World class" service capabilities
- Functional
- Needs improvement
Get started at the links below (note that voting will end on June 30):
Mega Market Plans (> $250 Million)
Large Market Plans ($100 Million – $250 Million)
Mid-Market Plans ($10 Million – $100 Million)
Small Plans ($1 Million – $10 Million)
Micro Plans (Less Than $1 Million)
