2014 Retirement Plan Adviser Survey


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Nationwide Financial

Qualified plan adviser votes108
Overall perception among plan advisers
Very favorable16.2%
Somewhat favorable24.0%
Not favorable37.3%
No opinion22.5%
Plan adviser experience with provider
Worked with many times26.4%
Worked with a few times33.0%
Worked with once16.5%
Never worked with24.2%
Top 10 service categories
1  Overall service to micro plans12 votes
2  Fee structure for advisers10 votes
3  Adviser sales/marketing support7 votes
4  Value added adviser services6 votes
5  Best value for price5 votes
5  Best wholesalers5 votes
7  Adviser support post-sale4 votes
7  Supporting materials4 votes
7  Plan participant support4 votes
10  Plan sponsor support3 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.