2014 Retirement Plan Adviser Survey


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T. Rowe Price

Qualified plan adviser votes64
Overall perception among plan advisers
Very favorable27.6%
Somewhat favorable38.1%
Not favorable3.3%
No opinion30.9%
Plan adviser experience with provider
Worked with many times14.4%
Worked with a few times27.5%
Worked with once14.4%
Never worked with43.8%
Top 10 service categories
1  Overall service to large plans5 votes
1  Reputation5 votes
3  Overall service to midsize plans4 votes
4  Best value for price3 votes
5  Plan sponsor support2 votes
5  Adviser support post-sale2 votes
5  Value added adviser services2 votes
5  Best wholesalers2 votes
5  Plan sponsor education materials2 votes
5  Plan participant support2 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.