RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Providers
Paychex Inc.
| Qualified plan adviser votes | 141 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 2.1% | ||
| Somewhat favorable | 15.6% | ||
| Not favorable | 81.6% | ||
| No opinion | 0.7% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 16.9% | ||
| Worked with a few times | 41.3% | ||
| Worked with once | 14.9% | ||
| Never worked with | 26.9% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Value for price | 3 votes | ||
| 2 Overall service to micro plans | 2 votes | ||
| 3 Wholesalers | 2 votes | ||
| 4 Value-added adviser services | 2 votes | ||
| 5 Adviser support post-sale | 2 votes | ||
| 6 Fee structure for advisers | 2 votes | ||
| 7 Overall service to small plans | 1 vote | ||
| 8 Plan sponsor support | 1 vote | ||
| 9 Participant education materials | 1 vote | ||
| 10 Plan sponsor education materials | 1 vote | ||