2023
PLANADVISER Retirement Plan Adviser Survey

Providers

Providers

Newport

Qualified plan adviser votes35
Overall Perception Among Qualified Advisers
Very favorable9%
Somewhat favorable23%
Not favorable69%
Plan Adviser Experience with Provider
Worked with many times14%
Worked with several times11%
Worked with a few times43%
Worked with once31%
Highest Rated Areas of Service
Service to MEPs / PEPs6 votes
Participant Website and Online Tools2 votes
Plan Design Flexibility / Customization2 votes
Overall Service, Small Plans ($5MM – $50MM)1 vote
Overall Service, Midsize Plans (>$50MM – $200MM)1 vote
Participant Call Centers / Phone Support1 vote
Plan Sponsor Website, Analytics and Reporting1 vote
Quality / Consistency of Client Service Teams1 vote
Value for Price of Recordkeeping Services1 vote
Fee Clarity / Accounting / Disclosure / Benchmarking1 vote
Web Tools / Functionality for Advisers1 vote