RESEARCH

2014 Retirement Plan Adviser Survey

Providers

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Securian Financial Group Inc.

Qualified plan adviser votes33
Overall perception among plan advisers
Very favorable7.3%
Somewhat favorable23.2%
Not favorable17.9%
No opinion51.7%
Plan adviser experience with provider
Worked with many times5.8%
Worked with a few times18.0%
Worked with once19.4%
Never worked with56.8%
Top 10 service categories
1  Fee structure for advisers4 votes
2  Participant education materials3 votes
2  Plan sponsor support3 votes
2  Adviser sales/marketing support3 votes
2  Best value for price3 votes
6  Overall service to small plans2 votes
6  Plan participant support2 votes
6  Plan sponsor education materials2 votes
6  Best wholesalers2 votes
6  Overall service to micro plans2 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.