Providers
Nationwide
Qualified plan adviser votes | 131 |
Overall Perception Among Qualified Advisers | |||
---|---|---|---|
Very favorable | 8% | ||
Somewhat favorable | 19% | ||
Not favorable | 73% |
Plan Adviser Experience with Provider | |||
---|---|---|---|
Worked with many times | 20% | ||
Worked with several times | 10% | ||
Worked with a few times | 46% | ||
Worked with once | 24% |
Key service categories | |||
---|---|---|---|
Overall service to micro plans | 5 votes | ||
Overall service to small plans | 7 votes | ||
Participant website and online tools | 3 votes | ||
Sponsor website and reporting | 4 votes | ||
Regulatory and compliance support | 8 votes | ||
Fee clarity and disclosure | 6 votes | ||
Value for price | 0 votes | ||
Plan design flexibility/customization | 7 votes | ||
Adviser sales/marketing support | 8 votes | ||
Web tools/functionality for advisers | 2 votes | ||
Fee structure for advisers | 6 votes |