RESEARCH |
2014
Retirement Plan Adviser Survey
Stacking Up
Reported by PLANADVISER
| Art by Christian Northeast
Providers
Fidelity Investments
| Qualified plan adviser votes | 195 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 33.7% | ||
| Somewhat favorable | 44.8% | ||
| Not favorable | 17.2% | ||
| No opinion | 4.2% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 47.7% | ||
| Worked with a few times | 33.9% | ||
| Worked with once | 10.0% | ||
| Never worked with | 8.4% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Reputation | 59 votes | ||
| 2 Overall service to small plans | 36 votes | ||
| 3 Overall service to midsize plans | 35 votes | ||
| 3 Overall service to large plans | 35 votes | ||
| 5 Plan sponsor education materials | 32 votes | ||
| 6 Overall service to mega plans | 31 votes | ||
| 7 Supporting materials | 29 votes | ||
| 8 Participant education materials | 28 votes | ||
| 9 Adviser sales/marketing support | 26 votes | ||
| 9 Plan participant support | 26 votes | ||