RESEARCH |
2014
Retirement Plan Adviser Survey
Stacking Up
Reported by PLANADVISER
| Art by Christian Northeast
Providers
New York Life Retirement Plan Services
| Qualified plan adviser votes | 50 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 18.6% | ||
| Somewhat favorable | 21.5% | ||
| Not favorable | 11.0% | ||
| No opinion | 48.8% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 17.8% | ||
| Worked with a few times | 22.4% | ||
| Worked with once | 13.8% | ||
| Never worked with | 46.1% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to small plans | 6 votes | ||
| 1 Overall service to midsize plans | 6 votes | ||
| 3 Best value for price | 4 votes | ||
| 4 Plan sponsor support | 3 votes | ||
| 5 Plan participant support | 2 votes | ||