2014 Retirement Plan Adviser Survey


To access this premium content, please sign up for a free account!


Qualified plan adviser votes69
Overall perception among plan advisers
Very favorable8.7%
Somewhat favorable25.7%
Not favorable37.7%
No opinion27.9%
Plan adviser experience with provider
Worked with many times17.7%
Worked with a few times25.9%
Worked with once12.7%
Never worked with43.7%
Top 10 service categories
1  Plan participant support2 votes
1  Best value for price2 votes
1  Overall service to midsize plans2 votes
1  Overall service to large plans2 votes
1  Overall service to mega plans2 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.