RESEARCH |
2023
PLANADVISER Retirement Plan Adviser Survey
Reported by PLANADVISER
| Art by James Yang
Providers
John Hancock
| Qualified plan adviser votes | 92 |
| Overall Perception Among Qualified Advisers | |||
|---|---|---|---|
| Very favorable | 29% | ||
| Somewhat favorable | 35% | ||
| Not favorable | 36% | ||
| Plan Adviser Experience with Provider | |||
|---|---|---|---|
| Worked with many times | 16% | ||
| Worked with several times | 20% | ||
| Worked with a few times | 42% | ||
| Worked with once | 22% | ||
| Highest Rated Areas of Service | |||
|---|---|---|---|
| Overall Service, Micro Plans (<$5MM) | 22 votes | ||
| Adviser Sales / Marketing Support | 18 votes | ||
| Overall Service, Small Plans ($5MM – $50MM) | 16 votes | ||
| Plan Sponsor Website, Analytics and Reporting | 15 votes | ||
| Plan Design Flexibility / Customization | 15 votes | ||
| Participant Call Centers / Phone Support | 14 votes | ||
| Quality / Consistency of Client Service Teams | 14 votes | ||
| Participant Website and Online Tools | 13 votes | ||
| Participant Statements | 13 votes | ||
| Web Tools / Functionality for Advisers | 12 votes | ||