RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Providers
Putnam Investments
| Qualified plan adviser votes | 87 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 54.0% | ||
| Somewhat favorable | 34.5% | ||
| Not favorable | 10.3% | ||
| No opinion | 1.1% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 14.0% | ||
| Worked with a few times | 28.0% | ||
| Worked with once | 17.9% | ||
| Never worked with | 40.1% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Plan participant support | 18 votes | ||
| 2 Overall service to mid-size plans | 17 votes | ||
| 3 Participant education materials | 15 votes | ||
| 4 Wholesalers | 11 votes | ||
| 5 Value-added adviser services | 11 votes | ||
| 6 Overall service to large plans | 10 votes | ||
| 7 Supporting materials | 10 votes | ||
| 8 Plan sponsor support | 9 votes | ||
| 9 Adviser support post-sale | 9 votes | ||
| 10 Overall service to small plans | 9 votes | ||