2023
PLANADVISER Retirement Plan Adviser Survey

Providers

Providers

PCS Retirement

Qualified plan adviser votes14
Overall Perception Among Qualified Advisers
Very favorable7%
Somewhat favorable0%
Not favorable93%
Plan Adviser Experience with Provider
Worked with many times21%
Worked with several times14%
Worked with a few times29%
Worked with once36%
Highest Rated Areas of Service
Plan Design Flexibility / Customization5 votes
Overall Service, Micro Plans (<$5MM)3 votes
Participant Enrollment Materials / Support / Processing2 votes
Regulatory / Compliance Support and Services1 vote
Quality / Consistency of Client Service Teams1 vote
Service to MEPs / PEPs1 vote
Fee Clarity / Accounting / Disclosure / Benchmarking1 vote
Payroll Integration1 vote