2014
Practice Benchmarking Survey

In October 2014, approximately 15,000 adviser subscribers to PLANADVISER were asked to respond to a 42-question survey, developed by the PLANADVISER editorial and research teams. Survey questions pertained to size and scope of the adviser’s qualified plan business, practice management, compensation and client service, and his/her assessments of investment managers, mutual funds and defined contribution (DC) providers. The provider assessment results appear in the Retirement Plan Adviser Survey in this issue. At the close of the survey, 623 complete responses had been received from retirement plan advisers.