RESEARCH

2014 Retirement Plan Adviser Survey

Providers

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Prudential Retirement

Qualified plan adviser votes89
Overall perception among plan advisers
Very favorable24.7%
Somewhat favorable36.1%
Not favorable12.9%
No opinion26.3%
Plan adviser experience with provider
Worked with many times23.5%
Worked with a few times28.8%
Worked with once20.0%
Never worked with27.6%
Top 10 service categories
1  Value added adviser services9 votes
1  Overall service to midsize plans9 votes
3  Adviser sales/marketing support7 votes
3  Adviser support post-sale7 votes
3  Plan sponsor education materials7 votes
6  Overall service to small plans6 votes
7  Best wholesalers5 votes
7  Supporting materials5 votes
7  Reputation5 votes
7  Overall service to large plans5 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.