RESEARCH |
2014
Retirement Plan Adviser Survey
Stacking Up
Reported by PLANADVISER
| Art by Christian Northeast
Providers
MassMutual Financial Group
| Qualified plan adviser votes | 137 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 28.2% | ||
| Somewhat favorable | 42.7% | ||
| Not favorable | 14.5% | ||
| No opinion | 14.5% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 27.3% | ||
| Worked with a few times | 38.3% | ||
| Worked with once | 17.7% | ||
| Never worked with | 16.7% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Participant education materials | 19 votes | ||
| 2 Overall service to small plans | 17 votes | ||
| 3 Adviser support post-sale | 13 votes | ||
| 3 Plan participant support | 13 votes | ||
| 3 Plan sponsor support | 13 votes | ||
| 6 Plan sponsor education materials | 12 votes | ||
| 7 Adviser sales/marketing support | 11 votes | ||
| 8 Overall service to midsize plans | 9 votes | ||
| 9 Overall service to micro plans | 8 votes | ||
| 9 Reputation | 8 votes | ||