RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Providers
American Funds Distributors Inc.
| Qualified plan adviser votes | 213 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 32.9% | ||
| Somewhat favorable | 51.2% | ||
| Not favorable | 14.1% | ||
| No opinion | 1.9% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 32.9% | ||
| Worked with a few times | 39.3% | ||
| Worked with once | 12.5% | ||
| Never worked with | 15.3% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to micro plans | 26 votes | ||
| 2 Adviser sales/marketing support | 20 votes | ||
| 3 Participant education materials | 19 votes | ||
| 4 Value for price | 17 votes | ||
| 5 Reputation | 17 votes | ||
| 6 Wholesalers | 16 votes | ||
| 7 Supporting materials | 15 votes | ||
| 8 Fee structure for advisers | 14 votes | ||
| 9 Adviser support post-sale | 13 votes | ||
| 10 Plan participant support | 12 votes | ||