RESEARCH

2015 Retirement Plan Adviser Survey

Providers

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T. Rowe Price

Qualified plan adviser votes145
Overall perception among plan advisers
Very favorable26.2%
Somewhat favorable34.1%
Not favorable4.8%
No opinion34.1%
Plan adviser experience with provider
Worked with many times16.3%
Worked with a few times30.1%
Worked with once14.6%
Never worked with39.0%
Top 10 service categories
1  Reputation4 votes
2  Plan sponsor support3 votes
2  Value for price3 votes
2  Overall service to large plans3 votes
5  Supporting materials2 votes
6  Plan sponsor education materials1 vote
6  Adviser sales/marketing support1 vote
6  Wholesalers1 vote
6  Overall service to micro plans1 vote
6  Adviser support post-sale1 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.