RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Providers
Mercer
| Qualified plan adviser votes | 26 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 23.1% | ||
| Somewhat favorable | 30.8% | ||
| Not favorable | 42.3% | ||
| No opinion | 3.8% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 4.3% | ||
| Worked with a few times | 11.7% | ||
| Worked with once | 6.7% | ||
| Never worked with | 77.3% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Supporting materials | 1 vote | ||
| 2 Plan sponsor education materials | 1 vote | ||
| 3 Plan sponsor support | 1 vote | ||
| 4 Reputation | 1 vote | ||