RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Providers
Aon Hewitt
| Qualified plan adviser votes | 17 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 17.6% | ||
| Somewhat favorable | 52.9% | ||
| Not favorable | 23.5% | ||
| No opinion | 5.9% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 0.6% | ||
| Worked with a few times | 9.0% | ||
| Worked with once | 7.9% | ||
| Never worked with | 82.6% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to large plans | 5 votes | ||
| 2 Reputation | 2 votes | ||
| 3 Plan sponsor support | 2 votes | ||
| 4 Adviser sales/marketing support | 1 vote | ||
| 5 Supporting materials | 1 vote | ||
| 6 Adviser support post-sale | 1 vote | ||
| 7 Plan sponsor education materials | 1 vote | ||