RESEARCH

2014 Retirement Plan Adviser Survey

Providers

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Aon Hewitt

Qualified plan adviser votes16
Overall perception among plan advisers
Very favorable7.4%
Somewhat favorable12.8%
Not favorable5.4%
No opinion74.3%
Plan adviser experience with provider
Worked with many times4.1%
Worked with a few times6.9%
Worked with once9.0%
Never worked with80.0%
Top 10 service categories
1  Overall service to mega plans12 votes
2  Participant education materials2 votes

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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.