RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Providers
Fidelity Investments
| Qualified plan adviser votes | 250 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 33.2% | ||
| Somewhat favorable | 50.0% | ||
| Not favorable | 16.0% | ||
| No opinion | 0.8% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 47.0% | ||
| Worked with a few times | 35.2% | ||
| Worked with once | 9.5% | ||
| Never worked with | 8.2% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Reputation | 74 votes | ||
| 2 Overall service to mid-size plans | 44 votes | ||
| 3 Overall service to small plans | 43 votes | ||
| 4 Plan sponsor education materials | 35 votes | ||
| 5 Plan participant support | 35 votes | ||
| 6 Overall service to large plans | 35 votes | ||
| 7 Participant education materials | 33 votes | ||
| 8 Supporting materials | 30 votes | ||
| 9 Plan sponsor support | 23 votes | ||
| 10 Adviser sales/marketing support | 22 votes | ||