RESEARCH |
2014
Retirement Plan Adviser Survey
Stacking Up
Reported by PLANADVISER
| Art by Christian Northeast
Providers
VALIC
| Qualified plan adviser votes | 42 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 3.6% | ||
| Somewhat favorable | 12.5% | ||
| Not favorable | 31.5% | ||
| No opinion | 52.4% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 7.0% | ||
| Worked with a few times | 22.5% | ||
| Worked with once | 10.6% | ||
| Never worked with | 59.9% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to large plans | 1 vote | ||
| 1 Plan sponsor education materials | 1 vote | ||
| 1 Plan participant support | 1 vote | ||
| 1 Participant education materials | 1 vote | ||