RESEARCH |
2014
Retirement Plan Adviser Survey
Stacking Up
Reported by PLANADVISER
| Art by Christian Northeast
Providers
Securian Financial Group Inc.
| Qualified plan adviser votes | 33 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 7.3% | ||
| Somewhat favorable | 23.2% | ||
| Not favorable | 17.9% | ||
| No opinion | 51.7% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 5.8% | ||
| Worked with a few times | 18.0% | ||
| Worked with once | 19.4% | ||
| Never worked with | 56.8% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Fee structure for advisers | 4 votes | ||
| 2 Participant education materials | 3 votes | ||
| 2 Plan sponsor support | 3 votes | ||
| 2 Adviser sales/marketing support | 3 votes | ||
| 2 Best value for price | 3 votes | ||
| 6 Overall service to small plans | 2 votes | ||
| 6 Plan participant support | 2 votes | ||
| 6 Plan sponsor education materials | 2 votes | ||
| 6 Best wholesalers | 2 votes | ||
| 6 Overall service to micro plans | 2 votes | ||