RESEARCH

2014 Retirement Plan Adviser Survey

Providers

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Wells Fargo

Qualified plan adviser votes64
Overall perception among plan advisers
Very favorable14.8%
Somewhat favorable23.7%
Not favorable19.5%
No opinion42.0%
Plan adviser experience with provider
Worked with many times14.2%
Worked with a few times29.1%
Worked with once12.2%
Never worked with44.6%
Top 10 service categories
1  Overall service to midsize plans5 votes
2  Overall service to small plans4 votes
3  Adviser support post-sale2 votes
3  Best value for price2 votes

ARCHIVE

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.