RESEARCH |
2019
PLANADVISER Retirement Plan Adviser Survey
Reported by PLANADVISER
| Art by Harry Campbell
Providers
CUNA Mutual Retirement Solutions
| Qualified plan adviser votes | 78 |
| Overall Perception Among Qualified Advisers | |||
|---|---|---|---|
| Very favorable | 8% | ||
| Somewhat favorable | 31% | ||
| Not favorable | 61% | ||
| Plan Adviser Experience with Provider | |||
|---|---|---|---|
| Worked with many times | 9% | ||
| Worked with several times | 22% | ||
| Worked with a few times | 33% | ||
| Worked with once | 36% | ||
| Key service categories | |||
|---|---|---|---|
| Overall service to micro plans | 8 votes | ||
| Overall service to small plans | 3 votes | ||
| Participant website and online tools | 1 votes | ||
| Sponsor website and reporting | 1 votes | ||
| Regulatory and compliance support | 7 votes | ||
| Fee clarity and disclosure | 2 votes | ||
| Value for price | 6 votes | ||
| Plan design flexibility/customization | 5 votes | ||
| Adviser sales/marketing support | 3 votes | ||
| Web tools/functionality for advisers | 2 votes | ||
| Fee structure for advisers | 1 votes | ||