RESEARCH |
2023
PLANADVISER Retirement Plan Adviser Survey
Reported by PLANADVISER
| Art by James Yang
Providers
Human Interest
| Qualified plan adviser votes | 15 |
| Overall Perception Among Qualified Advisers | |||
|---|---|---|---|
| Very favorable | 0% | ||
| Somewhat favorable | 20% | ||
| Not favorable | 80% | ||
| Plan Adviser Experience with Provider | |||
|---|---|---|---|
| Worked with many times | 0% | ||
| Worked with several times | 0% | ||
| Worked with a few times | 33% | ||
| Worked with once | 67% | ||
| Highest Rated Areas of Service | |||
|---|---|---|---|
| Not Enough Votes Reported | |||