RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Providers
MassMutual Financial Group
| Qualified plan adviser votes | 172 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 44.8% | ||
| Somewhat favorable | 40.7% | ||
| Not favorable | 12.8% | ||
| No opinion | 1.7% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 29.4% | ||
| Worked with a few times | 35.5% | ||
| Worked with once | 13.2% | ||
| Never worked with | 21.9% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Plan participant support | 26 votes | ||
| 2 Participant education materials | 25 votes | ||
| 3 Overall service to small plans | 20 votes | ||
| 4 Supporting materials | 20 votes | ||
| 5 Adviser sales/marketing support | 20 votes | ||
| 6 Wholesalers | 20 votes | ||
| 7 Value-added adviser services | 19 votes | ||
| 8 Adviser support post-sale | 16 votes | ||
| 9 Plan sponsor education materials | 16 votes | ||
| 10 Overall service to mid-size plans | 14 votes | ||