Providers
Bank of America Merrill Lynch
Qualified plan adviser votes | 171 |
Overall perception among plan advisers | |||
---|---|---|---|
Very favorable | 5.8% | ||
Somewhat favorable | 11.1% | ||
Not favorable | 42.7% | ||
No opinion | 40.4% |
Plan adviser experience with provider | |||
---|---|---|---|
Worked with many times | 10.1% | ||
Worked with a few times | 20.8% | ||
Worked with once | 11.4% | ||
Never worked with | 57.7% |
Top 10 service categories | |||
---|---|---|---|
1 Overall service to midsize plans | 7 votes | ||
2 Overall service to small plans | 6 votes | ||
3 Participant education materials | 5 votes | ||
3 Plan sponsor support | 5 votes | ||
5 Adviser sales/marketing support | 4 votes | ||
5 Reputation | 4 votes | ||
5 Adviser support post-sale | 4 votes | ||
8 Value added adviser services | 3 votes | ||
8 Supporting materials | 3 votes | ||
8 Plan participant support | 3 votes |