RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Providers
John Hancock Retirement Plan services
| Qualified plan adviser votes | 219 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 31.5% | ||
| Somewhat favorable | 39.7% | ||
| Not favorable | 26.0% | ||
| No opinion | 2.7% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 44.6% | ||
| Worked with a few times | 36.8% | ||
| Worked with once | 7.4% | ||
| Never worked with | 11.2% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to micro plans | 49 votes | ||
| 2 Participant education materials | 40 votes | ||
| 3 Adviser sales/marketing support | 39 votes | ||
| 4 Adviser support post-sale | 31 votes | ||
| 5 Supporting materials | 31 votes | ||
| 6 Plan sponsor education materials | 30 votes | ||
| 7 Plan participant support | 25 votes | ||
| 8 Plan sponsor support | 21 votes | ||
| 9 Fee structure for advisers | 21 votes | ||
| 10 Wholesalers | 17 votes | ||