2023
PLANADVISER Retirement Plan Adviser Survey

Providers

Providers

Principal Financial Group

Qualified plan adviser votes81
Overall Perception Among Qualified Advisers
Very favorable30%
Somewhat favorable33%
Not favorable37%
Plan Adviser Experience with Provider
Worked with many times25%
Worked with several times25%
Worked with a few times36%
Worked with once15%
Highest Rated Areas of Service
Participant Financial Education / Wellness Resources15 votes
Participant Website and Online Tools12 votes
Participant Mobile Apps11 votes
Participant Enrollment Materials / Support / Processing11 votes
Participant Call Centers / Phone Support10 votes
Participant Statements10 votes
Overall Service, Small Plans ($5MM – $50MM)9 votes
Quality / Consistency of Client Service Teams9 votes
Plan Design Flexibility / Customization9 votes
Fee Structure for Advisers8 votes
Web Tools / Functionality for Advisers8 votes