RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Providers
J.P. Morgan Retirement Plan Services
| Qualified plan adviser votes | 65 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 56.9% | ||
| Somewhat favorable | 38.5% | ||
| Not favorable | 4.6% | ||
| No opinion | 0.0% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 13.8% | ||
| Worked with a few times | 20.6% | ||
| Worked with once | 14.3% | ||
| Never worked with | 51.3% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to large plans | 14 votes | ||
| 2 Value-added adviser services | 12 votes | ||
| 3 Adviser sales/marketing support | 10 votes | ||
| 4 Plan sponsor education materials | 10 votes | ||
| 5 Overall service to mid-size plans | 8 votes | ||
| 6 Participant education materials | 5 votes | ||
| 7 Wholesalers | 4 votes | ||
| 8 Adviser support post-sale | 4 votes | ||
| 9 Overall service to small plans | 4 votes | ||
| 10 Plan sponsor support | 4 votes | ||