Providers
Charles Schwab
Qualified plan adviser votes | 59 |
Overall perception among plan advisers | |||
---|---|---|---|
Very favorable | 53% | ||
Somewhat favorable | 42% | ||
Not favorable | 3% | ||
No opinion | 2% |
Plan adviser experience with provider | |||
---|---|---|---|
Worked with many times | 33% | ||
Worked with a few times | 21% | ||
Worked with once | 14% | ||
Never worked with | 33% |
Top 10 service categories | |||
---|---|---|---|
Overall service to midsize plans | 12 votes | ||
Overall service to large plans | 9 votes | ||
Plan sponsor client service | 9 votes | ||
Value for price | 7 votes | ||
Fee structure for plan sponsors | 5 votes | ||
Overall service to small plans | 4 votes | ||
Wholesalers | 4 votes | ||
Participant education materials | 4 votes | ||
Plan participant support | 4 votes | ||
Web tools for advisers | 3 votes |