RESEARCH |
2014
Retirement Plan Adviser Survey
Stacking Up
Reported by PLANADVISER
| Art by Christian Northeast
Providers
BMO Institutional Trust Services
| Qualified plan adviser votes | 28 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 15.8% | ||
| Somewhat favorable | 22.3% | ||
| Not favorable | 3.6% | ||
| No opinion | 58.3% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 6.5% | ||
| Worked with a few times | 13.7% | ||
| Worked with once | 11.5% | ||
| Never worked with | 68.3% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to small plans | 7 votes | ||
| 2 Overall service to midsize plans | 6 votes | ||
| 3 Adviser support post-sale | 4 votes | ||
| 3 Wholesalers | 4 votes | ||
| 5 Value for price | 3 votes | ||
| 5 Reputation | 3 votes | ||
| 5 Overall service to micro plans | 3 votes | ||
| 8 Fee structure for advisers | 2 votes | ||
| 8 Value-added adviser services | 2 votes | ||
| 8 Supporting materials | 2 votes | ||