Providers
The Newport Group
Qualified plan adviser votes | 61 |
Overall perception among plan advisers | |||
---|---|---|---|
Very favorable | 17.7% | ||
Somewhat favorable | 34.8% | ||
Not favorable | 9.8% | ||
No opinion | 37.8% |
Plan adviser experience with provider | |||
---|---|---|---|
Worked with many times | 6.3% | ||
Worked with a few times | 28.9% | ||
Worked with once | 11.3% | ||
Never worked with | 53.5% |
Top 10 service categories | |||
---|---|---|---|
1 Overall service to small plans | 6 votes | ||
1 Overall service to midsize plans | 6 votes | ||
3 Overall service to micro plans | 5 votes | ||
4 Fee structure for advisers | 3 votes | ||
5 Adviser sales/marketing support | 2 votes | ||
5 Value added adviser services | 2 votes | ||
5 Best wholesalers | 2 votes | ||
5 Adviser support post-sale | 2 votes | ||
5 Supporting materials | 2 votes | ||
5 Plan sponsor support | 2 votes |