Providers
Bank of America
Qualified plan adviser votes | 67 |
Overall Perception Among Qualified Advisers | |||
---|---|---|---|
Very favorable | 15% | ||
Somewhat favorable | 18% | ||
Not favorable | 67% |
Plan Adviser Experience with Provider | |||
---|---|---|---|
Worked with many times | 16% | ||
Worked with several times | 13% | ||
Worked with a few times | 48% | ||
Worked with once | 23% |
Key service categories | |||
---|---|---|---|
Overall service to micro plans | 0 votes | ||
Overall service to small plans | 2 votes | ||
Participant website and online tools | 2 votes | ||
Sponsor website and reporting | 6 votes | ||
Regulatory and compliance support | 6 votes | ||
Fee clarity and disclosure | 6 votes | ||
Value for price | 5 votes | ||
Plan design flexibility/customization | 6 votes | ||
Adviser sales/marketing support | 4 votes | ||
Web tools/functionality for advisers | 5 votes | ||
Fee structure for advisers | 4 votes |