2014 Retirement Plan Adviser Survey


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Putnam Investments^

Qualified plan adviser votes72
Overall perception among plan advisers
Very favorable30.6%
Somewhat favorable25.7%
Not favorable8.2%
No opinion35.5%
Plan adviser experience with provider
Worked with many times14.0%
Worked with a few times31.8%
Worked with once14.6%
Never worked with39.5%
Top 10 service categories
1  Overall service to small plans17 votes
2  Overall service to midsize plans16 votes
2  Participant education materials16 votes
4  Plan sponsor support12 votes
5  Plan participant support11 votes
6  Adviser sales/marketing support10 votes
6  Adviser support post-sale10 votes
8  Plan sponsor education materials9 votes
8  Supporting materials9 votes
8  Overall service to large plans9 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.