RESEARCH |
2023
PLANADVISER Retirement Plan Adviser Survey
Reported by PLANADVISER
| Art by James Yang
Providers
OneAmerica
| Qualified plan adviser votes | 30 |
| Overall Perception Among Qualified Advisers | |||
|---|---|---|---|
| Very favorable | 13% | ||
| Somewhat favorable | 23% | ||
| Not favorable | 63% | ||
| Plan Adviser Experience with Provider | |||
|---|---|---|---|
| Worked with many times | 7% | ||
| Worked with several times | 13% | ||
| Worked with a few times | 50% | ||
| Worked with once | 30% | ||
| Highest Rated Areas of Service | |||
|---|---|---|---|
| Overall Service, Micro Plans (<$5MM) | 3 votes | ||
| Regulatory / Compliance Support and Services | 3 votes | ||
| Fee Structure for Advisers | 2 votes | ||
| Overall Service, Small Plans ($5MM – $50MM) | 1 vote | ||
| Overall Service, Midsize Plans (>$50MM – $200MM) | 1 vote | ||
| Participant Call Centers / Phone Support | 1 vote | ||
| Plan Sponsor Website, Analytics and Reporting | 1 vote | ||
| Quality / Consistency of Client Service Teams | 1 vote | ||
| Value for Price of Recordkeeping Services | 1 vote | ||
| Fee Clarity / Accounting / Disclosure / Benchmarking | 1 vote | ||
| Web Tools / Functionality for Advisers | 1 vote | ||