2014 Retirement Plan Adviser Survey


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Qualified plan adviser votes100
Overall perception among plan advisers
Very favorable32.7%
Somewhat favorable36.2%
Not favorable10.2%
No opinion20.9%
Plan adviser experience with provider
Worked with many times23.1%
Worked with a few times34.7%
Worked with once12.7%
Never worked with29.5%
Top 10 service categories
1  Reputation15 votes
2  Best value for price11 votes
3  Fee structure for advisers8 votes
4  Adviser sales/marketing support7 votes
5  Overall service to large plans6 votes
5  Overall service to midsize plans6 votes
7  Value added adviser services5 votes
7  Best wholesalers5 votes
7  Overall service to small plans5 votes
10  Supporting materials4 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.