2015 Retirement Plan Adviser Survey


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Qualified plan adviser votes166
Overall perception among plan advisers
Very favorable31.9%
Somewhat favorable46.4%
Not favorable5.8%
No opinion15.9%
Plan adviser experience with provider
Worked with many times26.2%
Worked with a few times47.7%
Worked with once8.5%
Never worked with17.7%
Top 10 service categories
1  Reputation21 votes
1  Value for price21 votes
3  Overall service to large plans8 votes
4  Overall service to mega plans7 votes
5  Plan sponsor education materials6 votes
6  Overall service to small plans5 votes
7  Overall service to micro plans4 votes
7  Fee structure for advisers4 votes
7  Overall service to midsize plans4 votes
10  Plan participant support3 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.