RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Providers
Principal Financial Group
| Qualified plan adviser votes | 236 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 30.9% | ||
| Somewhat favorable | 45.3% | ||
| Not favorable | 23.3% | ||
| No opinion | 0.4% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 42.5% | ||
| Worked with a few times | 37.8% | ||
| Worked with once | 12.2% | ||
| Never worked with | 7.5% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to micro plans | 32 votes | ||
| 2 Plan sponsor support | 25 votes | ||
| 3 Plan participant support | 24 votes | ||
| 4 Adviser support post-sale | 23 votes | ||
| 5 Participant education materials | 23 votes | ||
| 6 Adviser sales/marketing support | 22 votes | ||
| 7 Wholesalers | 20 votes | ||
| 8 Value-added adviser services | 20 votes | ||
| 9 Overall service to small plans | 19 votes | ||
| 10 Plan sponsor education materials | 19 votes | ||