2014 Retirement Plan Adviser Survey


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Qualified plan adviser votes121
Overall perception among plan advisers
Very favorable12.3%
Somewhat favorable41.5%
Not favorable26.4%
No opinion19.8%
Plan adviser experience with provider
Worked with many times25.4%
Worked with a few times34.8%
Worked with once15.9%
Never worked with23.9%
Top 10 service categories
1  Overall service to micro plans14 votes
2  Value for price10 votes
3  Fee structure for advisers9 votes
4  Overall service to small plans5 votes
5  Adviser sales/marketing support3 votes
5  Value-added adviser services3 votes
7  Adviser support post-sale2 votes
7  Wholesalers2 votes
7  Plan sponsor support2 votes
7  Supporting materials2 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.