Providers
CUNA Mutual Group
Qualified plan adviser votes | 49 |
Overall perception among plan advisers | |||
---|---|---|---|
Very favorable | 9.9% | ||
Somewhat favorable | 28.0% | ||
Not favorable | 17.4% | ||
No opinion | 44.7% |
Plan adviser experience with provider | |||
---|---|---|---|
Worked with many times | 12.5% | ||
Worked with a few times | 19.7% | ||
Worked with once | 17.8% | ||
Never worked with | 50.0% |
Top 10 service categories | |||
---|---|---|---|
1 Overall service to micro plans | 10 votes | ||
2 Plan sponsor support | 4 votes | ||
2 Best value for price | 4 votes | ||
4 Overall service to small plans | 2 votes | ||
4 Adviser support post-sale | 2 votes | ||
4 Fee structure for advisers | 2 votes | ||
4 Adviser sales/marketing support | 2 votes | ||
4 Plan sponsor education materials | 2 votes |