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| 2016 PLANADVISER Retirement Plan Adviser Survey Highlights |
| PLANADVISER Editor-in-Chief Alison Cooke Mintzer offers a high-level overview of our annual Retirement Plan Adviser Survey. She observes that some clear differences in rankings are visible in some of the categories, but in many, one provider’s top rank may result from just a few votes, “perhaps showing that advisers find a good percentage of the retirement plan industry recordkeeper and investment providers to be on equal par.”
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| PLANADVISER Retirement Plan Adviser Survey: Explore the Findings |
| Our data parsing tool allows you to dig deeply into advisers’ preferences when it comes to a variety of services and products offered by recordkeepers and investment managers. For example, you can search the top criteria used to decide which funds are appropriate for which plans, or simply view the top 10 mutual fund families favored by advisers overall. Please explore!
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| PLANADVISER Retirement Plan Adviser Survey: Provider Profiles |
| Readers can also filter research results by firm for a comprehensive look at how a given provider compares with the competition. How do your favorite providers stack up?
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| Survey Background and Methodology |
| This August and September, approximately 15,000 advisers were asked to respond to the 2016 PLANADVISER Retirement Plan Adviser Survey, developed by the magazine’s editorial and research teams.
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