2015 Retirement Plan Adviser Survey


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The Newport Group

Qualified plan adviser votes146
Overall perception among plan advisers
Very favorable20.9%
Somewhat favorable26.4%
Not favorable14.7%
No opinion35.7%
Plan adviser experience with provider
Worked with many times17.1%
Worked with a few times32.5%
Worked with once13.8%
Never worked with36.6%
Top 10 service categories
1  Fee structure for advisers7 votes
2  Plan sponsor support6 votes
3  Overall service to micro plans5 votes
3  Overall service to small plans5 votes
3  Plan participant support5 votes
3  Value for price5 votes
7  Plan sponsor education materials4 votes
7  Adviser sales/marketing support4 votes
7  Value-added adviser services4 votes
7  Overall service to midsize plans4 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.