2015 Retirement Plan Adviser Survey


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Qualified plan adviser votes155
Overall perception among plan advisers
Very favorable11.9%
Somewhat favorable32.8%
Not favorable20.9%
No opinion30.6%
Plan adviser experience with provider
Worked with many times15.9%
Worked with a few times30.3%
Worked with once15.2%
Never worked with38.6%
Top 10 service categories
1  Adviser support post-sale3 votes
2  Plan sponsor support2 votes
2  Overall service to micro plans2 votes
2  Overall service to small plans2 votes
2  Value-added adviser services2 votes
6  Fee structure for advisers1 vote
6  Plan participant support1 vote
6  Value for price1 vote
6  Adviser sales/marketing support1 vote
6  Participant education materials1 vote


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.