RESEARCH

2014 Retirement Plan Adviser Survey

Providers

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ADP Retirement Services

Qualified plan adviser votes140
Overall perception among plan advisers
Very favorable7.0%
Somewhat favorable23.4%
Not favorable53.3%
No opinion16.4%
Plan adviser experience with provider
Worked with many times21.1%
Worked with a few times38.0%
Worked with once16.5%
Never worked with24.5%
Top 10 service categories
1  Overall service to micro plans12 votes
2  Plan participant support6 votes
3  Adviser sales/marketing support3 votes
3  Participant education materials3 votes
3  Plan sponsor education materials3 votes
3  Fee structure for advisers3 votes
3  Overall service to small plans3 votes
3  Adviser support post-sale3 votes
3  Best value for price3 votes
10  Supporting materials2 votes

ARCHIVE

Retirement Plan Adviser Survey

Many Facets of Value: When selecting investment managers, advisers' top concern is performance, whereas when choosing a recordkeeper, value for price is top of mind.