RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Providers
ING U.S. Retirement
| Qualified plan adviser votes | 151 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 19.2% | ||
| Somewhat favorable | 38.4% | ||
| Not favorable | 41.1% | ||
| No opinion | 1.3% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 23.6% | ||
| Worked with a few times | 37.8% | ||
| Worked with once | 16.3% | ||
| Never worked with | 22.4% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Wholesalers | 15 votes | ||
| 2 Adviser support post-sale | 14 votes | ||
| 3 Adviser sales/marketing support | 14 votes | ||
| 4 Overall service to small plans | 13 votes | ||
| 5 Value for price | 12 votes | ||
| 6 Overall service to micro plans | 11 votes | ||
| 7 Plan sponsor support | 11 votes | ||
| 8 Value-added adviser services | 11 votes | ||
| 9 Fee structure for advisers | 10 votes | ||
| 10 Plan participant support | 9 votes | ||