RESEARCH

2015 Retirement Plan Adviser Survey

Providers

To access this premium content, please sign up for a free account!

Prudential Retirement

Qualified plan adviser votes169
Overall perception among plan advisers
Very favorable29.8%
Somewhat favorable42.0%
Not favorable6.1%
No opinion22.1%
Plan adviser experience with provider
Worked with many times29.5%
Worked with a few times26.4%
Worked with once15.5%
Never worked with28.7%
Top 10 service categories
1  Plan sponsor education materials9 votes
2  Overall service to midsize plans8 votes
3  Adviser support post-sale6 votes
4  Value-added adviser services5 votes
4  Supporting materials5 votes
4  Overall service to large plans5 votes
7  Adviser sales/marketing support4 votes
7  Participant education materials4 votes
7  Wholesalers4 votes
10  Plan sponsor support3 votes

ARCHIVE

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.