Providers
The Standard
Qualified plan adviser votes | 57 |
Overall perception among plan advisers | |||
---|---|---|---|
Very favorable | 17.9% | ||
Somewhat favorable | 26.2% | ||
Not favorable | 12.5% | ||
No opinion | 43.5% |
Plan adviser experience with provider | |||
---|---|---|---|
Worked with many times | 16.0% | ||
Worked with a few times | 20.5% | ||
Worked with once | 17.9% | ||
Never worked with | 45.5% |
Top 10 service categories | |||
---|---|---|---|
1 Overall service to small plans | 7 votes | ||
2 Plan sponsor support | 5 votes | ||
3 Overall service to micro plans | 4 votes | ||
3 Adviser support post-sale | 4 votes | ||
5 Fee structure for advisers | 3 votes | ||
5 Value added adviser services | 3 votes | ||
7 Plan participant support | 2 votes | ||
7 Plan sponsor education materials | 2 votes |