RESEARCH |
2014
Retirement Plan Adviser Survey
Stacking Up
Reported by PLANADVISER
| Art by Christian Northeast
Providers
Paychex Inc.
| Qualified plan adviser votes | 101 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 2.9% | ||
| Somewhat favorable | 9.3% | ||
| Not favorable | 66.8% | ||
| No opinion | 21.0% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 24.6% | ||
| Worked with a few times | 29.4% | ||
| Worked with once | 15.0% | ||
| Never worked with | 31.0% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to micro plans | 3 votes | ||
| 1 Overall service to small plans | 3 votes | ||
| 3 Value added adviser services | 2 votes | ||