RESEARCH |
2014
Retirement Plan Adviser Survey
Stacking Up
Reported by PLANADVISER
| Art by Christian Northeast
Providers
Aon Hewitt
| Qualified plan adviser votes | 16 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 7.4% | ||
| Somewhat favorable | 12.8% | ||
| Not favorable | 5.4% | ||
| No opinion | 74.3% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 4.1% | ||
| Worked with a few times | 6.9% | ||
| Worked with once | 9.0% | ||
| Never worked with | 80.0% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to mega plans | 12 votes | ||
| 2 Participant education materials | 2 votes | ||