2014 Retirement Plan Adviser Survey


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Voya Financial

Qualified plan adviser votes119
Overall perception among plan advisers
Very favorable15.6%
Somewhat favorable31.6%
Not favorable33.5%
No opinion19.3%
Plan adviser experience with provider
Worked with many times27.5%
Worked with a few times35.4%
Worked with once17.5%
Never worked with19.6%
Top 10 service categories
1  Adviser support post-sale20 votes
2  Overall service to small plans19 votes
3  Best wholesalers14 votes
3  Overall service to micro plans14 votes
5  Fee structure for advisers13 votes
6  Adviser sales/marketing support11 votes
6  Supporting materials11 votes
6  Plan participant support11 votes
6  Plan sponsor support11 votes
10  Value added adviser services9 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.