RESEARCH |
2014
Retirement Plan Adviser Survey
Stacking Up
Reported by PLANADVISER
| Art by Christian Northeast
Providers
Vanguard
| Qualified plan adviser votes | 100 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 32.7% | ||
| Somewhat favorable | 36.2% | ||
| Not favorable | 10.2% | ||
| No opinion | 20.9% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 23.1% | ||
| Worked with a few times | 34.7% | ||
| Worked with once | 12.7% | ||
| Never worked with | 29.5% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Reputation | 15 votes | ||
| 2 Best value for price | 11 votes | ||
| 3 Fee structure for advisers | 8 votes | ||
| 4 Adviser sales/marketing support | 7 votes | ||
| 5 Overall service to large plans | 6 votes | ||
| 5 Overall service to midsize plans | 6 votes | ||
| 7 Value added adviser services | 5 votes | ||
| 7 Best wholesalers | 5 votes | ||
| 7 Overall service to small plans | 5 votes | ||
| 10 Supporting materials | 4 votes | ||