2014 Retirement Plan Adviser Survey


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Bank of America Merrill Lynch

Qualified plan adviser votes171
Overall perception among plan advisers
Very favorable5.8%
Somewhat favorable11.1%
Not favorable42.7%
No opinion40.4%
Plan adviser experience with provider
Worked with many times10.1%
Worked with a few times20.8%
Worked with once11.4%
Never worked with57.7%
Top 10 service categories
1  Overall service to midsize plans7 votes
2  Overall service to small plans6 votes
3  Participant education materials5 votes
3  Plan sponsor support5 votes
5  Adviser sales/marketing support4 votes
5  Reputation4 votes
5  Adviser support post-sale4 votes
8  Value added adviser services3 votes
8  Supporting materials3 votes
8  Plan participant support3 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.