RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Providers
ADP Retirement Services
| Qualified plan adviser votes | 191 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 13.1% | ||
| Somewhat favorable | 38.2% | ||
| Not favorable | 46.6% | ||
| No opinion | 2.1% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 24.1% | ||
| Worked with a few times | 41.7% | ||
| Worked with once | 13.8% | ||
| Never worked with | 20.3% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to micro plans | 12 votes | ||
| 2 Adviser support post-sale | 7 votes | ||
| 3 Overall service to small plans | 5 votes | ||
| 4 Adviser sales/marketing support | 5 votes | ||
| 5 Fee structure for advisers | 5 votes | ||
| 6 Plan sponsor support | 5 votes | ||
| 7 Supporting materials | 5 votes | ||
| 8 Participant education materials | 3 votes | ||
| 9 Plan participant support | 3 votes | ||
| 10 Wholesalers | 3 votes | ||