RESEARCH |
2023
PLANADVISER Retirement Plan Adviser Survey
Reported by PLANADVISER
| Art by James Yang
Providers
PCS Retirement
| Qualified plan adviser votes | 14 |
| Overall Perception Among Qualified Advisers | |||
|---|---|---|---|
| Very favorable | 7% | ||
| Somewhat favorable | 0% | ||
| Not favorable | 93% | ||
| Plan Adviser Experience with Provider | |||
|---|---|---|---|
| Worked with many times | 21% | ||
| Worked with several times | 14% | ||
| Worked with a few times | 29% | ||
| Worked with once | 36% | ||
| Highest Rated Areas of Service | |||
|---|---|---|---|
| Plan Design Flexibility / Customization | 5 votes | ||
| Overall Service, Micro Plans (<$5MM) | 3 votes | ||
| Participant Enrollment Materials / Support / Processing | 2 votes | ||
| Regulatory / Compliance Support and Services | 1 vote | ||
| Quality / Consistency of Client Service Teams | 1 vote | ||
| Service to MEPs / PEPs | 1 vote | ||
| Fee Clarity / Accounting / Disclosure / Benchmarking | 1 vote | ||
| Payroll Integration | 1 vote | ||