RESEARCH

2014 Retirement Plan Adviser Survey

Providers

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Paychex Inc.

Qualified plan adviser votes101
Overall perception among plan advisers
Very favorable2.9%
Somewhat favorable9.3%
Not favorable66.8%
No opinion21.0%
Plan adviser experience with provider
Worked with many times24.6%
Worked with a few times29.4%
Worked with once15.0%
Never worked with31.0%
Top 10 service categories
1  Overall service to micro plans3 votes
1  Overall service to small plans3 votes
3  Value added adviser services2 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.