2014 Retirement Plan Adviser Survey


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CUNA Mutual Group

Qualified plan adviser votes49
Overall perception among plan advisers
Very favorable9.9%
Somewhat favorable28.0%
Not favorable17.4%
No opinion44.7%
Plan adviser experience with provider
Worked with many times12.5%
Worked with a few times19.7%
Worked with once17.8%
Never worked with50.0%
Top 10 service categories
1  Overall service to micro plans10 votes
2  Plan sponsor support4 votes
2  Best value for price4 votes
4  Overall service to small plans2 votes
4  Adviser support post-sale2 votes
4  Fee structure for advisers2 votes
4  Adviser sales/marketing support2 votes
4  Plan sponsor education 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.