RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Providers
Prudential Retirement
| Qualified plan adviser votes | 128 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 35.9% | ||
| Somewhat favorable | 46.9% | ||
| Not favorable | 10.9% | ||
| No opinion | 6.3% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 21.4% | ||
| Worked with a few times | 36.8% | ||
| Worked with once | 15.9% | ||
| Never worked with | 25.9% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to mid-size plans | 19 votes | ||
| 2 Plan sponsor support | 10 votes | ||
| 3 Overall service to large plans | 10 votes | ||
| 4 Adviser support post-sale | 9 votes | ||
| 5 Overall service to small plans | 9 votes | ||
| 6 Plan sponsor education materials | 9 votes | ||
| 7 Participant education materials | 8 votes | ||
| 8 Supporting materials | 8 votes | ||
| 9 Wholesalers | 6 votes | ||
| 10 Value-added adviser services | 6 votes | ||