RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Providers
New York Life Retirement Plan Services
| Qualified plan adviser votes | 51 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 35.3% | ||
| Somewhat favorable | 49.0% | ||
| Not favorable | 13.7% | ||
| No opinion | 2.0% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 7.8% | ||
| Worked with a few times | 20.6% | ||
| Worked with once | 14.4% | ||
| Never worked with | 57.2% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Plan sponsor support | 3 votes | ||
| 2 Value-added adviser services | 3 votes | ||
| 3 Overall service to large plans | 3 votes | ||
| 4 Plan sponsor education materials | 2 votes | ||
| 5 Fee structure for advisers | 1 vote | ||
| 6 Participant education materials | 1 vote | ||
| 7 Overall service to mid-size plans | 1 vote | ||