RESEARCH |
2014
Retirement Plan Adviser Survey
Stacking Up
Reported by PLANADVISER
| Art by Christian Northeast
Providers
The Newport Group
| Qualified plan adviser votes | 61 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 17.7% | ||
| Somewhat favorable | 34.8% | ||
| Not favorable | 9.8% | ||
| No opinion | 37.8% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 6.3% | ||
| Worked with a few times | 28.9% | ||
| Worked with once | 11.3% | ||
| Never worked with | 53.5% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to small plans | 6 votes | ||
| 1 Overall service to midsize plans | 6 votes | ||
| 3 Overall service to micro plans | 5 votes | ||
| 4 Fee structure for advisers | 3 votes | ||
| 5 Adviser sales/marketing support | 2 votes | ||
| 5 Value added adviser services | 2 votes | ||
| 5 Best wholesalers | 2 votes | ||
| 5 Adviser support post-sale | 2 votes | ||
| 5 Supporting materials | 2 votes | ||
| 5 Plan sponsor support | 2 votes | ||