RESEARCH |
2023
PLANADVISER Retirement Plan Adviser Survey
Reported by PLANADVISER
| Art by James Yang
Providers
TIAA
| Qualified plan adviser votes | 21 |
| Overall Perception Among Qualified Advisers | |||
|---|---|---|---|
| Very favorable | 14% | ||
| Somewhat favorable | 10% | ||
| Not favorable | 76% | ||
| Plan Adviser Experience with Provider | |||
|---|---|---|---|
| Worked with many times | 24% | ||
| Worked with several times | 14% | ||
| Worked with a few times | 24% | ||
| Worked with once | 38% | ||
| Highest Rated Areas of Service | |||
|---|---|---|---|
| Not Enough Votes Reported | |||