2015 Retirement Plan Adviser Survey


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American Funds Distributors Inc.

Qualified plan adviser votes206
Overall perception among plan advisers
Very favorable32.2%
Somewhat favorable36.9%
Not favorable14.8%
No opinion15.4%
Plan adviser experience with provider
Worked with many times40.7%
Worked with a few times35.2%
Worked with once11.7%
Never worked with12.4%
Top 10 service categories
1  Overall service to micro plans14 votes
2  Adviser sales/marketing support10 votes
3  Adviser support post-sale7 votes
4  Value for price5 votes
4  Wholesalers5 votes
4  Reputation5 votes
7  Overall service to small plans4 votes
7  Participant education materials4 votes
9  Plan participant support3 votes
9  Plan sponsor education materials3 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.