RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Providers
CPI Qualified Plan Consultants Inc.
| Qualified plan adviser votes | 62 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 40.3% | ||
| Somewhat favorable | 40.3% | ||
| Not favorable | 16.1% | ||
| No opinion | 3.2% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 10.0% | ||
| Worked with a few times | 21.0% | ||
| Worked with once | 17.0% | ||
| Never worked with | 52.0% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to micro plans | 15 votes | ||
| 2 Fee structure for advisers | 10 votes | ||
| 3 Overall service to small plans | 8 votes | ||
| 4 Adviser support post-sale | 7 votes | ||
| 5 Value-added adviser services | 7 votes | ||
| 6 Adviser sales/marketing support | 6 votes | ||
| 7 Wholesalers | 5 votes | ||
| 8 Value for price | 5 votes | ||
| 9 Plan sponsor support | 5 votes | ||
| 10 Reputation | 3 votes | ||