RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Providers
Ascensus
| Qualified plan adviser votes | 166 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 24.8% | ||
| Somewhat favorable | 48.5% | ||
| Not favorable | 24.8% | ||
| No opinion | 1.8% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 25.2% | ||
| Worked with a few times | 38.2% | ||
| Worked with once | 13.4% | ||
| Never worked with | 23.3% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to micro plans | 32 votes | ||
| 2 Value for price | 14 votes | ||
| 3 Overall service to small plans | 11 votes | ||
| 4 Fee structure for advisers | 10 votes | ||
| 5 Adviser sales/marketing support | 6 votes | ||
| 6 Adviser support post-sale | 6 votes | ||
| 7 Reputation | 5 votes | ||
| 8 Plan sponsor support | 5 votes | ||
| 9 Plan participant support | 5 votes | ||
| 10 Wholesalers | 4 votes | ||