RESEARCH |
2014
Retirement Plan Adviser Survey
Stacking Up
Reported by PLANADVISER
| Art by Christian Northeast
Providers
Guardian Retirement Services
| Qualified plan adviser votes | 39 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 6.9% | ||
| Somewhat favorable | 16.3% | ||
| Not favorable | 21.9% | ||
| No opinion | 55.0% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 6.9% | ||
| Worked with a few times | 20.1% | ||
| Worked with once | 11.1% | ||
| Never worked with | 61.8% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to micro plans | 7 votes | ||
| 2 Adviser support post-sale | 2 votes | ||
| 2 Plan sponsor education materials | 2 votes | ||