2014 Retirement Plan Adviser Survey


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BMO Institutional Trust Services

Qualified plan adviser votes28
Overall perception among plan advisers
Very favorable15.8%
Somewhat favorable22.3%
Not favorable3.6%
No opinion58.3%
Plan adviser experience with provider
Worked with many times6.5%
Worked with a few times13.7%
Worked with once11.5%
Never worked with68.3%
Top 10 service categories
1  Overall service to small plans7 votes
2  Overall service to midsize plans6 votes
3  Adviser support post-sale4 votes
3  Wholesalers4 votes
5  Value for price3 votes
5  Reputation3 votes
5  Overall service to micro plans3 votes
8  Fee structure for advisers2 votes
8  Value-added adviser services2 votes
8  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.