RESEARCH |
2014
Retirement Plan Adviser Survey
Stacking Up
Reported by PLANADVISER
| Art by Christian Northeast
Providers
OneAmerica
| Qualified plan adviser votes | 70 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 18.8% | ||
| Somewhat favorable | 37.0% | ||
| Not favorable | 18.8% | ||
| No opinion | 25.5% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 15.4% | ||
| Worked with a few times | 27.8% | ||
| Worked with once | 16.7% | ||
| Never worked with | 40.1% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Best value for price | 7 votes | ||
| 1 Overall service to micro plans | 7 votes | ||
| 3 Best wholesalers | 6 votes | ||
| 4 Plan sponsor support | 5 votes | ||
| 4 Fee structure for advisers | 5 votes | ||
| 4 Adviser sales/marketing support | 5 votes | ||
| 7 Participant education materials | 4 votes | ||
| 8 Value added adviser services | 3 votes | ||
| 8 Adviser support post-sale | 3 votes | ||
| 10 Overall service to small plans | 2 votes | ||