RESEARCH |
2014
Retirement Plan Adviser Survey
Stacking Up
Reported by PLANADVISER
| Art by Christian Northeast
Providers
TIAA-CREF
| Qualified plan adviser votes | 69 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 8.7% | ||
| Somewhat favorable | 25.7% | ||
| Not favorable | 37.7% | ||
| No opinion | 27.9% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 17.7% | ||
| Worked with a few times | 25.9% | ||
| Worked with once | 12.7% | ||
| Never worked with | 43.7% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Plan participant support | 2 votes | ||
| 1 Best value for price | 2 votes | ||
| 1 Overall service to midsize plans | 2 votes | ||
| 1 Overall service to large plans | 2 votes | ||
| 1 Overall service to mega plans | 2 votes | ||