2014 Retirement Plan Adviser Survey


To access this premium content, please sign up for a free account!

Charles Schwab

Qualified plan adviser votes82
Overall perception among plan advisers
Very favorable19.5%
Somewhat favorable39.5%
Not favorable14.2%
No opinion26.8%
Plan adviser experience with provider
Worked with many times21.2%
Worked with a few times27.1%
Worked with once15.3%
Never worked with36.5%
Top 10 service categories
1  Overall service to midsize plans9 votes
2  Overall service to small plans8 votes
3  Overall service to large plans7 votes
4  Reputation6 votes
4  Plan participant support6 votes
6  Adviser support post-sale5 votes
6  Plan sponsor support5 votes
8  Best value for price4 votes
8  Fee structure for advisers4 votes
8  Adviser sales/marketing support4 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.