2014 Retirement Plan Adviser Survey


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Milliman Inc.

Qualified plan adviser votes33
Overall perception among plan advisers
Very favorable11.1%
Somewhat favorable22.2%
Not favorable8.3%
No opinion58.3%
Plan adviser experience with provider
Worked with many times7.4%
Worked with a few times17.0%
Worked with once12.6%
Never worked with63.0%
Top 10 service categories
1  Overall service to midsize plans6 votes
2  Plan sponsor support4 votes
2  Overall service to large plans4 votes
4  Overall service to small plans3 votes
5  Best value for price2 votes


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.