RESEARCH |
2023
PLANADVISER Retirement Plan Adviser Survey
Reported by PLANADVISER
| Art by James Yang
Providers
Fidelity Investments
| Qualified plan adviser votes | 102 |
| Overall Perception Among Qualified Advisers | |||
|---|---|---|---|
| Very favorable | 36% | ||
| Somewhat favorable | 43% | ||
| Not favorable | 21% | ||
| Plan Adviser Experience with Provider | |||
|---|---|---|---|
| Worked with many times | 29% | ||
| Worked with several times | 23% | ||
| Worked with a few times | 35% | ||
| Worked with once | 13% | ||
| Highest Rated Areas of Service | |||
|---|---|---|---|
| Overall Service, Large Plans (>$200MM – $1B) | 36 votes | ||
| Overall Service, Midsize Plans (>$50MM – $200MM) | 33 votes | ||
| Participant Financial Education / Wellness Resources | 29 votes | ||
| Overall Service, Mega Plans (>$1B) | 28 votes | ||
| Participant Website and Online Tools | 26 votes | ||
| Participant Mobile Apps | 26 votes | ||
| Participant Call Centers / Phone Support | 24 votes | ||
| Regulatory / Compliance Support and Services | 21 votes | ||
| Plan Sponsor Website, Analytics and Reporting | 20 votes | ||
| Web Tools / Functionality for Advisers | 19 votes | ||