RESEARCH |
2014
Retirement Plan Adviser Survey
Stacking Up
Reported by PLANADVISER
| Art by Christian Northeast
Providers
Nationwide Financial
| Qualified plan adviser votes | 108 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 16.2% | ||
| Somewhat favorable | 24.0% | ||
| Not favorable | 37.3% | ||
| No opinion | 22.5% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 26.4% | ||
| Worked with a few times | 33.0% | ||
| Worked with once | 16.5% | ||
| Never worked with | 24.2% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to micro plans | 12 votes | ||
| 2 Fee structure for advisers | 10 votes | ||
| 3 Adviser sales/marketing support | 7 votes | ||
| 4 Value added adviser services | 6 votes | ||
| 5 Best value for price | 5 votes | ||
| 5 Best wholesalers | 5 votes | ||
| 7 Adviser support post-sale | 4 votes | ||
| 7 Supporting materials | 4 votes | ||
| 7 Plan participant support | 4 votes | ||
| 10 Plan sponsor support | 3 votes | ||