RESEARCH |
2014
Retirement Plan Adviser Survey
Stacking Up
Reported by PLANADVISER
| Art by Christian Northeast
Providers
The Standard
| Qualified plan adviser votes | 57 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 17.9% | ||
| Somewhat favorable | 26.2% | ||
| Not favorable | 12.5% | ||
| No opinion | 43.5% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 16.0% | ||
| Worked with a few times | 20.5% | ||
| Worked with once | 17.9% | ||
| Never worked with | 45.5% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to small plans | 7 votes | ||
| 2 Plan sponsor support | 5 votes | ||
| 3 Overall service to micro plans | 4 votes | ||
| 3 Adviser support post-sale | 4 votes | ||
| 5 Fee structure for advisers | 3 votes | ||
| 5 Value added adviser services | 3 votes | ||
| 7 Plan participant support | 2 votes | ||
| 7 Plan sponsor education materials | 2 votes | ||