RESEARCH |
2014
Retirement Plan Adviser Survey
Stacking Up
Reported by PLANADVISER
| Art by Christian Northeast
Providers
American Funds Distributors Inc.
| Qualified plan adviser votes | 171 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 31.3% | ||
| Somewhat favorable | 39.6% | ||
| Not favorable | 16.7% | ||
| No opinion | 12.5% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 41.0% | ||
| Worked with a few times | 36.0% | ||
| Worked with once | 9.5% | ||
| Never worked with | 13.5% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to micro plans | 18 votes | ||
| 2 Best wholesalers | 15 votes | ||
| 3 Adviser sales/marketing support | 11 votes | ||
| 3 Reputation | 11 votes | ||
| 5 Participant education materials | 10 votes | ||
| 5 Supporting materials | 10 votes | ||
| 5 Value added adviser services | 10 votes | ||
| 8 Plan sponsor support | 9 votes | ||
| 9 Plan sponsor education materials | 8 votes | ||
| 9 Best value for price | 8 votes | ||