RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Providers
BMO Institutional Trust Services
| Qualified plan adviser votes | 33 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 42.4% | ||
| Somewhat favorable | 39.4% | ||
| Not favorable | 18.2% | ||
| No opinion | 0.0% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 4.1% | ||
| Worked with a few times | 15.1% | ||
| Worked with once | 7.0% | ||
| Never worked with | 73.8% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Fee structure for advisers | 5 votes | ||
| 2 Plan sponsor support | 4 votes | ||
| 3 Overall service to small plans | 3 votes | ||
| 4 Adviser support post-sale | 3 votes | ||
| 5 Overall service to mid-size plans | 3 votes | ||
| 6 Value-added adviser services | 2 votes | ||
| 7 Value for price | 2 votes | ||
| 8 Participant education materials | 2 votes | ||
| 9 Plan participant support | 1 vote | ||
| 10 Supporting materials | 1 vote | ||