RESEARCH

2014 Retirement Plan Adviser Survey

Providers

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Guardian Retirement Services

Qualified plan adviser votes39
Overall perception among plan advisers
Very favorable6.9%
Somewhat favorable16.3%
Not favorable21.9%
No opinion55.0%
Plan adviser experience with provider
Worked with many times6.9%
Worked with a few times20.1%
Worked with once11.1%
Never worked with61.8%
Top 10 service categories
1  Overall service to micro plans7 votes
2  Adviser support post-sale2 votes
2  Plan sponsor education 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.