2014 Retirement Plan Adviser Survey


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Qualified plan adviser votes42
Overall perception among plan advisers
Very favorable3.6%
Somewhat favorable12.5%
Not favorable31.5%
No opinion52.4%
Plan adviser experience with provider
Worked with many times7.0%
Worked with a few times22.5%
Worked with once10.6%
Never worked with59.9%
Top 10 service categories
1  Overall service to large plans1 vote
1  Plan sponsor education materials1 vote
1  Plan participant support1 vote
1  Participant education materials1 vote


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.