RESEARCH |
2023
PLANADVISER Retirement Plan Adviser Survey
Reported by PLANADVISER
| Art by James Yang
Providers
CUNA Mutual Retirement Solutions
| Qualified plan adviser votes | 16 |
| Overall Perception Among Qualified Advisers | |||
|---|---|---|---|
| Very favorable | 0% | ||
| Somewhat favorable | 13% | ||
| Not favorable | 88% | ||
| Plan Adviser Experience with Provider | |||
|---|---|---|---|
| Worked with many times | 6% | ||
| Worked with several times | 6% | ||
| Worked with a few times | 38% | ||
| Worked with once | 50% | ||
| Highest Rated Areas of Service | |||
|---|---|---|---|
| Not Enough Votes Reported | |||