2019
PLANADVISER Retirement Plan Adviser Survey

Providers

Providers

OneAmerica

Qualified plan adviser votes153
Overall Perception Among Qualified Advisers
Very favorable12%
Somewhat favorable28%
Not favorable60%
Plan Adviser Experience with Provider
Worked with many times6%
Worked with several times24%
Worked with a few times49%
Worked with once21%
Key service categories
Overall service to micro plans4 votes
Overall service to small plans8 votes
Participant website and online tools6 votes
Sponsor website and reporting1 votes
Regulatory and compliance support2 votes
Fee clarity and disclosure6 votes
Value for price6 votes
Plan design flexibility/customization9 votes
Adviser sales/marketing support7 votes
Web tools/functionality for advisers2 votes
Fee structure for advisers8 votes