RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Providers
Wells Fargo
| Qualified plan adviser votes | 87 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 26.4% | ||
| Somewhat favorable | 51.7% | ||
| Not favorable | 18.4% | ||
| No opinion | 3.4% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 18.1% | ||
| Worked with a few times | 25.6% | ||
| Worked with once | 11.6% | ||
| Never worked with | 44.7% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to mid-size plans | 8 votes | ||
| 2 Overall service to large plans | 7 votes | ||
| 3 Value for price | 5 votes | ||
| 4 Fee structure for advisers | 4 votes | ||
| 5 Reputation | 3 votes | ||
| 6 Adviser sales/marketing support | 3 votes | ||
| 7 Plan sponsor support | 3 votes | ||
| 8 Adviser support post-sale | 3 votes | ||
| 9 Plan participant support | 2 votes | ||
| 10 Overall service to small plans | 2 votes | ||