RESEARCH |
2014
Retirement Plan Adviser Survey
Stacking Up
Reported by PLANADVISER
| Art by Christian Northeast
Providers
Principal Financial Group
| Qualified plan adviser votes | 192 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 23.6% | ||
| Somewhat favorable | 36.6% | ||
| Not favorable | 31.9% | ||
| No opinion | 7.9% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 44.8% | ||
| Worked with a few times | 38.7% | ||
| Worked with once | 7.0% | ||
| Never worked with | 9.6% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Adviser sales/marketing support | 24 votes | ||
| 2 Overall service to micro plans | 22 votes | ||
| 3 Overall service to small plans | 21 votes | ||
| 3 Adviser support post-sale | 21 votes | ||
| 5 Participant education materials | 18 votes | ||
| 6 Plan participant support | 16 votes | ||
| 7 Plan sponsor education materials | 15 votes | ||
| 8 Best wholesalers | 13 votes | ||
| 9 Plan sponsor support | 11 votes | ||
| 10 Value added adviser services | 10 votes | ||