2014 Retirement Plan Adviser Survey


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The Standard

Qualified plan adviser votes57
Overall perception among plan advisers
Very favorable17.9%
Somewhat favorable26.2%
Not favorable12.5%
No opinion43.5%
Plan adviser experience with provider
Worked with many times16.0%
Worked with a few times20.5%
Worked with once17.9%
Never worked with45.5%
Top 10 service categories
1  Overall service to small plans7 votes
2  Plan sponsor support5 votes
3  Overall service to micro plans4 votes
3  Adviser support post-sale4 votes
5  Fee structure for advisers3 votes
5  Value added adviser services3 votes
7  Plan participant support2 votes
7  Plan sponsor education materials2 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.