2015 Retirement Plan Adviser Survey


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The Standard

Qualified plan adviser votes141
Overall perception among plan advisers
Very favorable10.5%
Somewhat favorable28.2%
Not favorable20.2%
No opinion37.1%
Plan adviser experience with provider
Worked with many times14.9%
Worked with a few times24.8%
Worked with once15.7%
Never worked with44.6%
Top 10 service categories
1  Plan sponsor support3 votes
1  Overall service to small plans3 votes
1  Overall service to micro plans3 votes
1  Adviser support post-sale3 votes
1  Value-added adviser services3 votes
6  Wholesalers2 votes
6  Value for price2 votes
8  Plan sponsor education materials1 vote
8  Supporting materials1 vote
8  Fee structure for advisers1 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.