RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Providers
TIAA-CREF
| Qualified plan adviser votes | 104 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 17.3% | ||
| Somewhat favorable | 26.9% | ||
| Not favorable | 53.8% | ||
| No opinion | 1.9% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 18.1% | ||
| Worked with a few times | 34.2% | ||
| Worked with once | 13.1% | ||
| Never worked with | 34.7% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Reputation | 3 votes | ||
| 2 Overall service to large plans | 2 votes | ||
| 3 Plan sponsor education materials | 1 vote | ||
| 4 Plan participant support | 1 vote | ||
| 5 Adviser sales/marketing support | 1 vote | ||