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Research Published in December, 2014

2014 Retirement Plan Adviser Survey

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ADP Retirement Services

American Funds Distributors Inc.

Bank of America Merrill Lynch

BMO Institutional Trust Services

CUNA Mutual Group

Fidelity Investments

Great-West Retirement Services

Guardian Retirement Services

John Hancock Retirement Plan services

Lincoln Financial Group

MassMutual Financial Group

Nationwide Financial

The Newport Group

New York Life Retirement Plan Services

Principal Financial Group

Prudential Retirement

Putnam Investments

Securian Financial Group, Inc.

Transamerica Retirement Solutions

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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.