RESEARCH |
2014
Retirement Plan Adviser Survey
Stacking Up
Reported by PLANADVISER
| Art by Christian Northeast
Providers
Ascensus
| Qualified plan adviser votes | 121 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 12.3% | ||
| Somewhat favorable | 41.5% | ||
| Not favorable | 26.4% | ||
| No opinion | 19.8% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 25.4% | ||
| Worked with a few times | 34.8% | ||
| Worked with once | 15.9% | ||
| Never worked with | 23.9% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to micro plans | 14 votes | ||
| 2 Value for price | 10 votes | ||
| 3 Fee structure for advisers | 9 votes | ||
| 4 Overall service to small plans | 5 votes | ||
| 5 Adviser sales/marketing support | 3 votes | ||
| 5 Value-added adviser services | 3 votes | ||
| 7 Adviser support post-sale | 2 votes | ||
| 7 Wholesalers | 2 votes | ||
| 7 Plan sponsor support | 2 votes | ||
| 7 Supporting materials | 2 votes | ||