2015
PLANADVISER Practice Benchmarking Survey

METHODOLOGY: In October, approximately 15,000 adviser subscribers to PLANADVISER were asked to respond to a 37-question survey, developed by the PLANADVISER editorial and research teams. Survey questions pertained to size and scope of the advisers’ qualified plan businesses, practice management, compensation and client services, as well as their assessments of investment managers, mutual funds and defined contribution (DC) providers. The provider assessment results appear in the Retirement Plan Adviser Survey in this issue. At the close of the survey, 491 complete responses had been received from retirement plan advisers. Results for each category are rounded to the nearest percentage; the year-over-year change column is calculated based on unrounded actual results. For more information and for additional research available, please contact surveys@assetinternational.com.