RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Providers
The Newport Group
| Qualified plan adviser votes | 73 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 41.1% | ||
| Somewhat favorable | 39.7% | ||
| Not favorable | 17.8% | ||
| No opinion | 1.4% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 12.7% | ||
| Worked with a few times | 25.9% | ||
| Worked with once | 13.2% | ||
| Never worked with | 48.1% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to small plans | 12 votes | ||
| 2 Fee structure for advisers | 6 votes | ||
| 3 Adviser support post-sale | 5 votes | ||
| 4 Plan sponsor support | 5 votes | ||
| 5 Plan participant support | 4 votes | ||
| 6 Value-added adviser services | 3 votes | ||
| 7 Wholesalers | 3 votes | ||
| 8 Participant education materials | 3 votes | ||
| 9 Value for price | 3 votes | ||
| 10 Supporting materials | 3 votes | ||