2019
PLANADVISER Retirement Plan Adviser Survey

Providers

Providers

Ascensus

Qualified plan adviser votes264
Overall Perception Among Qualified Advisers
Very favorable14%
Somewhat favorable31%
Not favorable54%
Plan Adviser Experience with Provider
Worked with many times20%
Worked with several times13%
Worked with a few times44%
Worked with once23%
Key service categories
Overall service to micro plans51 votes
Overall service to small plans11 votes
Participant website and online tools2 votes
Sponsor website and reporting1 votes
Regulatory and compliance support18 votes
Fee clarity and disclosure30 votes
Value for price34 votes
Plan design flexibility/customization14 votes
Adviser sales/marketing support5 votes
Web tools/functionality for advisers3 votes
Fee structure for advisers13 votes