2015 Retirement Plan Adviser Survey


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Qualified plan adviser votes213
Overall perception among plan advisers
Very favorable16.0%
Somewhat favorable37.8%
Not favorable31.4%
No opinion14.1%
Plan adviser experience with provider
Worked with many times36.1%
Worked with a few times43.2%
Worked with once7.1%
Never worked with13.5%
Top 10 service categories
1  Overall service to micro plans15 votes
2  Value for price14 votes
3  Fee structure for advisers12 votes
4  Overall service to small plans8 votes
5  Adviser support post-sale4 votes
5  Wholesalers4 votes
5  Value-added adviser services4 votes
8  Reputation2 votes
8  Plan participant support2 votes
8  Plan sponsor support2 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.