2014 Retirement Plan Adviser Survey


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American Funds Distributors Inc.

Qualified plan adviser votes171
Overall perception among plan advisers
Very favorable31.3%
Somewhat favorable39.6%
Not favorable16.7%
No opinion12.5%
Plan adviser experience with provider
Worked with many times41.0%
Worked with a few times36.0%
Worked with once9.5%
Never worked with13.5%
Top 10 service categories
1  Overall service to micro plans18 votes
2  Best wholesalers15 votes
3  Adviser sales/marketing support11 votes
3  Reputation11 votes
5  Participant education materials10 votes
5  Supporting materials10 votes
5  Value added adviser services10 votes
8  Plan sponsor support9 votes
9  Plan sponsor education materials8 votes
9  Best value for price8 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.