RESEARCH |
2014
Retirement Plan Adviser Survey
Stacking Up
Reported by PLANADVISER
| Art by Christian Northeast
Providers
Prudential Retirement
| Qualified plan adviser votes | 89 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 24.7% | ||
| Somewhat favorable | 36.1% | ||
| Not favorable | 12.9% | ||
| No opinion | 26.3% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 23.5% | ||
| Worked with a few times | 28.8% | ||
| Worked with once | 20.0% | ||
| Never worked with | 27.6% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Value added adviser services | 9 votes | ||
| 1 Overall service to midsize plans | 9 votes | ||
| 3 Adviser sales/marketing support | 7 votes | ||
| 3 Adviser support post-sale | 7 votes | ||
| 3 Plan sponsor education materials | 7 votes | ||
| 6 Overall service to small plans | 6 votes | ||
| 7 Best wholesalers | 5 votes | ||
| 7 Supporting materials | 5 votes | ||
| 7 Reputation | 5 votes | ||
| 7 Overall service to large plans | 5 votes | ||