RESEARCH

2014 Retirement Plan Adviser Survey

Providers

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Fidelity Investments

Qualified plan adviser votes195
Overall perception among plan advisers
Very favorable33.7%
Somewhat favorable44.8%
Not favorable17.2%
No opinion4.2%
Plan adviser experience with provider
Worked with many times47.7%
Worked with a few times33.9%
Worked with once10.0%
Never worked with8.4%
Top 10 service categories
1  Reputation59 votes
2  Overall service to small plans36 votes
3  Overall service to midsize plans35 votes
3  Overall service to large plans35 votes
5  Plan sponsor education materials32 votes
6  Overall service to mega plans31 votes
7  Supporting materials29 votes
8  Participant education materials28 votes
9  Adviser sales/marketing support26 votes
9  Plan participant support26 votes

ARCHIVE

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.