RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Providers
Lincoln Financial Group
| Qualified plan adviser votes | 96 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 24.0% | ||
| Somewhat favorable | 43.8% | ||
| Not favorable | 29.2% | ||
| No opinion | 3.1% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 13.7% | ||
| Worked with a few times | 31.8% | ||
| Worked with once | 16.6% | ||
| Never worked with | 37.9% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to micro plans | 5 votes | ||
| 2 Plan participant support | 4 votes | ||
| 3 Overall service to small plans | 4 votes | ||
| 4 Value-added adviser services | 4 votes | ||
| 5 Participant education materials | 3 votes | ||
| 6 Supporting materials | 3 votes | ||
| 7 Adviser support post-sale | 2 votes | ||
| 8 Plan sponsor education materials | 2 votes | ||
| 9 Fee structure for advisers | 2 votes | ||
| 10 Value for price | 2 votes | ||