Providers
American Funds Distributors Inc.
Qualified plan adviser votes | 171 |
Overall perception among plan advisers | |||
---|---|---|---|
Very favorable | 31.3% | ||
Somewhat favorable | 39.6% | ||
Not favorable | 16.7% | ||
No opinion | 12.5% |
Plan adviser experience with provider | |||
---|---|---|---|
Worked with many times | 41.0% | ||
Worked with a few times | 36.0% | ||
Worked with once | 9.5% | ||
Never worked with | 13.5% |
Top 10 service categories | |||
---|---|---|---|
1 Overall service to micro plans | 18 votes | ||
2 Best wholesalers | 15 votes | ||
3 Adviser sales/marketing support | 11 votes | ||
3 Reputation | 11 votes | ||
5 Participant education materials | 10 votes | ||
5 Supporting materials | 10 votes | ||
5 Value added adviser services | 10 votes | ||
8 Plan sponsor support | 9 votes | ||
9 Plan sponsor education materials | 8 votes | ||
9 Best value for price | 8 votes |