2015 Retirement Plan Adviser Survey


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Qualified plan adviser votes115
Overall perception among plan advisers
Very favorable0.9%
Somewhat favorable11.7%
Not favorable35.1%
No opinion51.4%
Plan adviser experience with provider
Worked with many times4.6%
Worked with a few times21.3%
Worked with once12.0%
Never worked with62.0%
Top 10 service categories
1  Participant education materials1 vote
1  Plan participant support1 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.