RESEARCH

2014 Retirement Plan Adviser Survey

Providers

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Lincoln Financial Group

Qualified plan adviser votes86
Overall perception among plan advisers
Very favorable12.6%
Somewhat favorable32.6%
Not favorable23.7%
No opinion31.1%
Plan adviser experience with provider
Worked with many times19.3%
Worked with a few times32.5%
Worked with once15.7%
Never worked with32.5%
Top 10 service categories
1  Overall service to micro plans5 votes
1  Overall service to small plans5 votes
3  Adviser support post-sale4 votes
3  Fee structure for advisers4 votes
5  Participant education materials3 votes
5  Plan participant support3 votes
5  Value added adviser services3 votes
5  Reputation3 votes
5  Overall service to midsize plans3 votes
10  Adviser sales/marketing support2 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.