RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Providers
Milliman Inc.
| Qualified plan adviser votes | 39 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 38.5% | ||
| Somewhat favorable | 48.7% | ||
| Not favorable | 10.3% | ||
| No opinion | 2.6% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 6.3% | ||
| Worked with a few times | 16.0% | ||
| Worked with once | 13.1% | ||
| Never worked with | 64.6% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Plan sponsor support | 6 votes | ||
| 2 Overall service to small plans | 5 votes | ||
| 3 Overall service to mid-size plans | 3 votes | ||
| 4 Participant education materials | 2 votes | ||
| 5 Fee structure for advisers | 2 votes | ||
| 6 Plan sponsor education materials | 1 vote | ||
| 7 Plan participant support | 1 vote | ||
| 8 Value-added adviser services | 1 vote | ||
| 9 Adviser support post-sale | 1 vote | ||
| 10 Value for price | 1 vote | ||