RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Providers
Great-West Retirement Services
| Qualified plan adviser votes | 205 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 47.3% | ||
| Somewhat favorable | 35.6% | ||
| Not favorable | 14.6% | ||
| No opinion | 2.4% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 38.5% | ||
| Worked with a few times | 32.0% | ||
| Worked with once | 14.1% | ||
| Never worked with | 15.5% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Value for price | 58 votes | ||
| 2 Overall service to micro plans | 39 votes | ||
| 3 Overall service to small plans | 37 votes | ||
| 4 Fee structure for advisers | 36 votes | ||
| 5 Wholesalers | 32 votes | ||
| 6 Adviser support post-sale | 24 votes | ||
| 7 Plan sponsor education materials | 19 votes | ||
| 8 Plan sponsor support | 19 votes | ||
| 9 Plan participant support | 18 votes | ||
| 10 Value-added adviser services | 17 votes | ||