2015 Retirement Plan Adviser Survey


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Qualified plan adviser votes154
Overall perception among plan advisers
Very favorable3.8%
Somewhat favorable27.8%
Not favorable35.3%
No opinion31.6%
Plan adviser experience with provider
Worked with many times18.8%
Worked with a few times29.7%
Worked with once12.5%
Never worked with39.1%
Top 10 service categories
1  Plan participant support3 votes
2  Value for price2 votes
2  Overall service to midsize plans2 votes
2  Overall service to large plans2 votes
5  Plan sponsor support1 vote
5  Overall service to small plans1 vote
5  Adviser support post-sale1 vote
5  Value-added adviser services1 vote
5  Fee structure for advisers1 vote
5  Reputation1 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.