2015 Retirement Plan Adviser Survey


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Lincoln Financial Group

Qualified plan adviser votes146
Overall perception among plan advisers
Very favorable13.2%
Somewhat favorable30.2%
Not favorable31.8%
No opinion24.8%
Plan adviser experience with provider
Worked with many times13.4%
Worked with a few times35.4%
Worked with once20.5%
Never worked with30.7%
Top 10 service categories
1  Plan participant support5 votes
1  Plan sponsor support5 votes
3  Overall service to micro plans3 votes
3  Adviser sales/marketing support3 votes
3  Wholesalers3 votes
3  Adviser support post-sale3 votes
3  Fee structure for advisers3 votes
3  Overall service to midsize plans3 votes
9  Plan sponsor education materials2 votes
9  Value-added adviser services2 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.