Providers
Principal Financial Group
Qualified plan adviser votes | 192 |
Overall perception among plan advisers | |||
---|---|---|---|
Very favorable | 23.6% | ||
Somewhat favorable | 36.6% | ||
Not favorable | 31.9% | ||
No opinion | 7.9% |
Plan adviser experience with provider | |||
---|---|---|---|
Worked with many times | 44.8% | ||
Worked with a few times | 38.7% | ||
Worked with once | 7.0% | ||
Never worked with | 9.6% |
Top 10 service categories | |||
---|---|---|---|
1 Adviser sales/marketing support | 24 votes | ||
2 Overall service to micro plans | 22 votes | ||
3 Overall service to small plans | 21 votes | ||
3 Adviser support post-sale | 21 votes | ||
5 Participant education materials | 18 votes | ||
6 Plan participant support | 16 votes | ||
7 Plan sponsor education materials | 15 votes | ||
8 Best wholesalers | 13 votes | ||
9 Plan sponsor support | 11 votes | ||
10 Value added adviser services | 10 votes |