2014 Retirement Plan Adviser Survey


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Qualified plan adviser votes70
Overall perception among plan advisers
Very favorable18.8%
Somewhat favorable37.0%
Not favorable18.8%
No opinion25.5%
Plan adviser experience with provider
Worked with many times15.4%
Worked with a few times27.8%
Worked with once16.7%
Never worked with40.1%
Top 10 service categories
1  Best value for price7 votes
1  Overall service to micro plans7 votes
3  Best wholesalers6 votes
4  Plan sponsor support5 votes
4  Fee structure for advisers5 votes
4  Adviser sales/marketing support5 votes
7  Participant education materials4 votes
8  Value added adviser services3 votes
8  Adviser support post-sale3 votes
10  Overall service to small plans2 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.