2014 Retirement Plan Adviser Survey


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MassMutual Financial Group

Qualified plan adviser votes137
Overall perception among plan advisers
Very favorable28.2%
Somewhat favorable42.7%
Not favorable14.5%
No opinion14.5%
Plan adviser experience with provider
Worked with many times27.3%
Worked with a few times38.3%
Worked with once17.7%
Never worked with16.7%
Top 10 service categories
1  Participant education materials19 votes
2  Overall service to small plans17 votes
3  Adviser support post-sale13 votes
3  Plan participant support13 votes
3  Plan sponsor support13 votes
6  Plan sponsor education materials12 votes
7  Adviser sales/marketing support11 votes
8  Overall service to midsize plans9 votes
9  Overall service to micro plans8 votes
9  Reputation8 votes


Retirement Plan Adviser Survey

Many Facets of Value: When selecting investment managers, advisers' top concern is performance, whereas when choosing a recordkeeper, value for price is top of mind.