RESEARCH |
2014
Retirement Plan Adviser Survey
Stacking Up
Reported by PLANADVISER
| Art by Christian Northeast
Providers
Mercer
| Qualified plan adviser votes | 19 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 7.6% | ||
| Somewhat favorable | 14.6% | ||
| Not favorable | 9.7% | ||
| No opinion | 68.1% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 4.8% | ||
| Worked with a few times | 10.4% | ||
| Worked with once | 11.2% | ||
| Never worked with | 73.6% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Adviser sales/marketing support | 1 vote | ||