RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Providers
Securian Financial Group Inc.
| Qualified plan adviser votes | 42 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 33.3% | ||
| Somewhat favorable | 33.3% | ||
| Not favorable | 23.8% | ||
| No opinion | 9.5% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 7.0% | ||
| Worked with a few times | 17.4% | ||
| Worked with once | 13.4% | ||
| Never worked with | 62.2% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Adviser support post-sale | 5 votes | ||
| 2 Participant education materials | 4 votes | ||
| 3 Wholesalers | 4 votes | ||
| 4 Plan sponsor education materials | 4 votes | ||
| 5 Overall service to micro plans | 4 votes | ||
| 6 Plan participant support | 3 votes | ||
| 7 Value-added adviser services | 3 votes | ||
| 8 Plan sponsor support | 3 votes | ||
| 9 Overall service to small plans | 3 votes | ||
| 10 Adviser sales/marketing support | 3 votes | ||