RESEARCH |
2014
Retirement Plan Adviser Survey
Stacking Up
Reported by PLANADVISER
| Art by Christian Northeast
Providers
Charles Schwab
| Qualified plan adviser votes | 82 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 19.5% | ||
| Somewhat favorable | 39.5% | ||
| Not favorable | 14.2% | ||
| No opinion | 26.8% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 21.2% | ||
| Worked with a few times | 27.1% | ||
| Worked with once | 15.3% | ||
| Never worked with | 36.5% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to midsize plans | 9 votes | ||
| 2 Overall service to small plans | 8 votes | ||
| 3 Overall service to large plans | 7 votes | ||
| 4 Reputation | 6 votes | ||
| 4 Plan participant support | 6 votes | ||
| 6 Adviser support post-sale | 5 votes | ||
| 6 Plan sponsor support | 5 votes | ||
| 8 Best value for price | 4 votes | ||
| 8 Fee structure for advisers | 4 votes | ||
| 8 Adviser sales/marketing support | 4 votes | ||