RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Providers
Vanguard
| Qualified plan adviser votes | 124 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 41.1% | ||
| Somewhat favorable | 42.7% | ||
| Not favorable | 15.3% | ||
| No opinion | 0.8% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 20.9% | ||
| Worked with a few times | 36.7% | ||
| Worked with once | 13.0% | ||
| Never worked with | 29.3% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Reputation | 18 votes | ||
| 2 Value for price | 18 votes | ||
| 3 Overall service to large plans | 14 votes | ||
| 4 Fee structure for advisers | 11 votes | ||
| 5 Overall service to mid-size plans | 11 votes | ||
| 6 Plan sponsor education materials | 7 votes | ||
| 7 Value-added adviser services | 7 votes | ||
| 8 Overall service to micro plans | 6 votes | ||
| 9 Plan participant support | 6 votes | ||
| 10 Overall service to small plans | 5 votes | ||