2015 Retirement Plan Adviser Survey


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ADP Retirement Services

Qualified plan adviser votes232
Overall perception among plan advisers
Very favorable16.8%
Somewhat favorable32.3%
Not favorable36.0%
No opinion14.9%
Plan adviser experience with provider
Worked with many times41.1%
Worked with a few times35.0%
Worked with once11.7%
Never worked with12.3%
Top 10 service categories
1  Overall service to micro plans15 votes
2  Adviser support post-sale8 votes
2  Value for price8 votes
4  Adviser sales/marketing support6 votes
4  Fee structure for advisers6 votes
6  Overall service to small plans5 votes
6  Plan sponsor support5 votes
8  Supporting materials4 votes
9  Participant education materials3 votes
9  Plan participant support3 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.