RESEARCH |
2014
Retirement Plan Adviser Survey
Stacking Up
Reported by PLANADVISER
| Art by Christian Northeast
Providers
Lincoln Financial Group
| Qualified plan adviser votes | 86 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 12.6% | ||
| Somewhat favorable | 32.6% | ||
| Not favorable | 23.7% | ||
| No opinion | 31.1% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 19.3% | ||
| Worked with a few times | 32.5% | ||
| Worked with once | 15.7% | ||
| Never worked with | 32.5% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to micro plans | 5 votes | ||
| 1 Overall service to small plans | 5 votes | ||
| 3 Adviser support post-sale | 4 votes | ||
| 3 Fee structure for advisers | 4 votes | ||
| 5 Participant education materials | 3 votes | ||
| 5 Plan participant support | 3 votes | ||
| 5 Value added adviser services | 3 votes | ||
| 5 Reputation | 3 votes | ||
| 5 Overall service to midsize plans | 3 votes | ||
| 10 Adviser sales/marketing support | 2 votes | ||