RESEARCH |
2014
Retirement Plan Adviser Survey
Stacking Up
Reported by PLANADVISER
| Art by Christian Northeast
Providers
CUNA Mutual Group
| Qualified plan adviser votes | 49 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 9.9% | ||
| Somewhat favorable | 28.0% | ||
| Not favorable | 17.4% | ||
| No opinion | 44.7% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 12.5% | ||
| Worked with a few times | 19.7% | ||
| Worked with once | 17.8% | ||
| Never worked with | 50.0% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to micro plans | 10 votes | ||
| 2 Plan sponsor support | 4 votes | ||
| 2 Best value for price | 4 votes | ||
| 4 Overall service to small plans | 2 votes | ||
| 4 Adviser support post-sale | 2 votes | ||
| 4 Fee structure for advisers | 2 votes | ||
| 4 Adviser sales/marketing support | 2 votes | ||
| 4 Plan sponsor education materials | 2 votes | ||