RESEARCH |
2014
Retirement Plan Adviser Survey
Stacking Up
Reported by PLANADVISER
| Art by Christian Northeast
Providers
Voya Financial
| Qualified plan adviser votes | 119 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 15.6% | ||
| Somewhat favorable | 31.6% | ||
| Not favorable | 33.5% | ||
| No opinion | 19.3% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 27.5% | ||
| Worked with a few times | 35.4% | ||
| Worked with once | 17.5% | ||
| Never worked with | 19.6% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Adviser support post-sale | 20 votes | ||
| 2 Overall service to small plans | 19 votes | ||
| 3 Best wholesalers | 14 votes | ||
| 3 Overall service to micro plans | 14 votes | ||
| 5 Fee structure for advisers | 13 votes | ||
| 6 Adviser sales/marketing support | 11 votes | ||
| 6 Supporting materials | 11 votes | ||
| 6 Plan participant support | 11 votes | ||
| 6 Plan sponsor support | 11 votes | ||
| 10 Value added adviser services | 9 votes | ||