RESEARCH |
2014
Retirement Plan Adviser Survey
Stacking Up
Reported by PLANADVISER
| Art by Christian Northeast
Providers
Milliman Inc.
| Qualified plan adviser votes | 33 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 11.1% | ||
| Somewhat favorable | 22.2% | ||
| Not favorable | 8.3% | ||
| No opinion | 58.3% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 7.4% | ||
| Worked with a few times | 17.0% | ||
| Worked with once | 12.6% | ||
| Never worked with | 63.0% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to midsize plans | 6 votes | ||
| 2 Plan sponsor support | 4 votes | ||
| 2 Overall service to large plans | 4 votes | ||
| 4 Overall service to small plans | 3 votes | ||
| 5 Best value for price | 2 votes | ||