2014 Retirement Plan Adviser Survey


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Qualified plan adviser votes19
Overall perception among plan advisers
Very favorable7.6%
Somewhat favorable14.6%
Not favorable9.7%
No opinion68.1%
Plan adviser experience with provider
Worked with many times4.8%
Worked with a few times10.4%
Worked with once11.2%
Never worked with73.6%
Top 10 service categories
1  Adviser sales/marketing support1 vote


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.