RESEARCH

2014 Retirement Plan Adviser Survey

Providers

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Principal Financial Group

Qualified plan adviser votes192
Overall perception among plan advisers
Very favorable23.6%
Somewhat favorable36.6%
Not favorable31.9%
No opinion7.9%
Plan adviser experience with provider
Worked with many times44.8%
Worked with a few times38.7%
Worked with once7.0%
Never worked with9.6%
Top 10 service categories
1  Adviser sales/marketing support24 votes
2  Overall service to micro plans22 votes
3  Overall service to small plans21 votes
3  Adviser support post-sale21 votes
5  Participant education materials18 votes
6  Plan participant support16 votes
7  Plan sponsor education materials15 votes
8  Best wholesalers13 votes
9  Plan sponsor support11 votes
10  Value added adviser services10 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.