RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Providers
Nationwide Financial
| Qualified plan adviser votes | 135 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 15.6% | ||
| Somewhat favorable | 47.4% | ||
| Not favorable | 35.6% | ||
| No opinion | 1.5% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 20.7% | ||
| Worked with a few times | 37.5% | ||
| Worked with once | 14.2% | ||
| Never worked with | 27.6% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Fee structure for advisers | 11 votes | ||
| 2 Overall service to micro plans | 11 votes | ||
| 3 Adviser sales/marketing support | 10 votes | ||
| 4 Value-added adviser services | 9 votes | ||
| 5 Wholesalers | 9 votes | ||
| 6 Overall service to small plans | 8 votes | ||
| 7 Participant education materials | 8 votes | ||
| 8 Plan sponsor education materials | 7 votes | ||
| 9 Adviser support post-sale | 7 votes | ||
| 10 Plan participant support | 6 votes | ||