RESEARCH

2014 Retirement Plan Adviser Survey

Providers

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New York Life Retirement Plan Services

Qualified plan adviser votes50
Overall perception among plan advisers
Very favorable18.6%
Somewhat favorable21.5%
Not favorable11.0%
No opinion48.8%
Plan adviser experience with provider
Worked with many times17.8%
Worked with a few times22.4%
Worked with once13.8%
Never worked with46.1%
Top 10 service categories
1  Overall service to small plans6 votes
1  Overall service to midsize plans6 votes
3  Best value for price4 votes
4  Plan sponsor support3 votes
5  Plan participant 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.