RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Providers
The Standard
| Qualified plan adviser votes | 84 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 31.0% | ||
| Somewhat favorable | 42.9% | ||
| Not favorable | 23.8% | ||
| No opinion | 2.4% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 12.6% | ||
| Worked with a few times | 28.0% | ||
| Worked with once | 14.0% | ||
| Never worked with | 45.4% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to micro plans | 8 votes | ||
| 2 Overall service to small plans | 8 votes | ||
| 3 Plan sponsor education materials | 3 votes | ||
| 4 Plan sponsor support | 3 votes | ||
| 5 Fee structure for advisers | 3 votes | ||
| 6 Adviser support post-sale | 2 votes | ||
| 7 Participant education materials | 2 votes | ||
| 8 Wholesalers | 2 votes | ||
| 9 Value-added adviser services | 1 vote | ||
| 10 Adviser sales/marketing support | 1 vote | ||