RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Providers
Charles Schwab
| Qualified plan adviser votes | 106 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 43.4% | ||
| Somewhat favorable | 44.3% | ||
| Not favorable | 8.5% | ||
| No opinion | 3.8% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 20.4% | ||
| Worked with a few times | 31.1% | ||
| Worked with once | 14.1% | ||
| Never worked with | 34.5% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to mid-size plans | 10 votes | ||
| 2 Overall service to small plans | 7 votes | ||
| 3 Fee structure for advisers | 6 votes | ||
| 4 Plan participant support | 6 votes | ||
| 5 Supporting materials | 6 votes | ||
| 6 Overall service to large plans | 6 votes | ||
| 7 Reputation | 5 votes | ||
| 8 Plan sponsor education materials | 4 votes | ||
| 9 Wholesalers | 4 votes | ||
| 10 Adviser support post-sale | 3 votes | ||