Providers
BMO Institutional Trust Services
Qualified plan adviser votes | 28 |
Overall perception among plan advisers | |||
---|---|---|---|
Very favorable | 15.8% | ||
Somewhat favorable | 22.3% | ||
Not favorable | 3.6% | ||
No opinion | 58.3% |
Plan adviser experience with provider | |||
---|---|---|---|
Worked with many times | 6.5% | ||
Worked with a few times | 13.7% | ||
Worked with once | 11.5% | ||
Never worked with | 68.3% |
Top 10 service categories | |||
---|---|---|---|
1 Overall service to small plans | 7 votes | ||
2 Overall service to midsize plans | 6 votes | ||
3 Adviser support post-sale | 4 votes | ||
3 Wholesalers | 4 votes | ||
5 Value for price | 3 votes | ||
5 Reputation | 3 votes | ||
5 Overall service to micro plans | 3 votes | ||
8 Fee structure for advisers | 2 votes | ||
8 Value-added adviser services | 2 votes | ||
8 Supporting materials | 2 votes |