2015 Retirement Plan Adviser Survey


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Principal Financial Group

Qualified plan adviser votes252
Overall perception among plan advisers
Very favorable19.9%
Somewhat favorable43.4%
Not favorable32.5%
No opinion4.2%
Plan adviser experience with provider
Worked with many times53.4%
Worked with a few times33.7%
Worked with once8.6%
Never worked with4.3%
Top 10 service categories
1  Overall service to micro plans20 votes
2  Overall service to small plans16 votes
3  Adviser support post-sale13 votes
4  Plan participant support12 votes
5  Adviser sales/marketing support11 votes
5  Participant education materials11 votes
7  Value-added adviser services10 votes
8  Plan sponsor support9 votes
9  Supporting materials8 votes
10  Wholesalers7 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.