2014 Retirement Plan Adviser Survey


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The Newport Group

Qualified plan adviser votes61
Overall perception among plan advisers
Very favorable17.7%
Somewhat favorable34.8%
Not favorable9.8%
No opinion37.8%
Plan adviser experience with provider
Worked with many times6.3%
Worked with a few times28.9%
Worked with once11.3%
Never worked with53.5%
Top 10 service categories
1  Overall service to small plans6 votes
1  Overall service to midsize plans6 votes
3  Overall service to micro plans5 votes
4  Fee structure for advisers3 votes
5  Adviser sales/marketing support2 votes
5  Value added adviser services2 votes
5  Best wholesalers2 votes
5  Adviser support post-sale2 votes
5  Supporting materials2 votes
5  Plan sponsor support2 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.