RESEARCH

2015 Retirement Plan Adviser Survey

Providers

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Securian Financial Group, Inc.

Qualified plan adviser votes120
Overall perception among plan advisers
Very favorable9.4%
Somewhat favorable17.9%
Not favorable14.5%
No opinion54.7%
Plan adviser experience with provider
Worked with many times7.3%
Worked with a few times18.2%
Worked with once14.5%
Never worked with60.0%
Top 10 service categories
1  Plan sponsor support3 votes
1  Overall service to small plans3 votes
1  Overall service to micro plans3 votes
4  Plan sponsor education materials1 vote
4  Adviser support post-sale1 vote
4  Supporting materials1 vote
4  Adviser sales/marketing support1 vote
4  Wholesalers1 vote
4  Reputation1 vote
4  Fee structure for advisers1 vote

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.