RESEARCH |
2014
Retirement Plan Adviser Survey
Stacking Up
Reported by PLANADVISER
| Art by Christian Northeast
Providers
T. Rowe Price
| Qualified plan adviser votes | 64 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 27.6% | ||
| Somewhat favorable | 38.1% | ||
| Not favorable | 3.3% | ||
| No opinion | 30.9% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 14.4% | ||
| Worked with a few times | 27.5% | ||
| Worked with once | 14.4% | ||
| Never worked with | 43.8% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to large plans | 5 votes | ||
| 1 Reputation | 5 votes | ||
| 3 Overall service to midsize plans | 4 votes | ||
| 4 Best value for price | 3 votes | ||
| 5 Plan sponsor support | 2 votes | ||
| 5 Adviser support post-sale | 2 votes | ||
| 5 Value added adviser services | 2 votes | ||
| 5 Best wholesalers | 2 votes | ||
| 5 Plan sponsor education materials | 2 votes | ||
| 5 Plan participant support | 2 votes | ||