RESEARCH |
2014
Retirement Plan Adviser Survey
Stacking Up
Reported by PLANADVISER
| Art by Christian Northeast
Providers
John Hancock Retirement Plan Services
| Qualified plan adviser votes | 184 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 23.3% | ||
| Somewhat favorable | 37.5% | ||
| Not favorable | 28.1% | ||
| No opinion | 11.1% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 42.8% | ||
| Worked with a few times | 37.6% | ||
| Worked with once | 9.2% | ||
| Never worked with | 10.5% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to micro plans | 37 votes | ||
| 2 Adviser sales/marketing support | 30 votes | ||
| 2 Participant education materials | 30 votes | ||
| 4 Plan participant support | 25 votes | ||
| 5 Supporting materials | 22 votes | ||
| 6 Plan sponsor education materials | 20 votes | ||
| 7 Best wholesalers | 19 votes | ||
| 7 Value added adviser services | 19 votes | ||
| 9 Adviser support post-sale | 18 votes | ||
| 10 Plan sponsor support | 16 votes | ||