2015 Retirement Plan Adviser Survey


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Bank of America Merrill Lynch

Qualified plan adviser votes132
Overall perception among plan advisers
Very favorable10.9%
Somewhat favorable8.4%
Not favorable35.3%
No opinion43.7%
Plan adviser experience with provider
Worked with many times11.1%
Worked with a few times17.9%
Worked with once17.9%
Never worked with53.0%
Top 10 service categories
1  Overall service to midsize plans9 votes
2  Overall service to small plans7 votes
2  Supporting materials7 votes
2  Adviser sales/marketing support7 votes
2  Plan sponsor education materials7 votes
6  Fee structure for advisers6 votes
6  Reputation6 votes
6  Plan sponsor support6 votes
6  Participant education materials6 votes
6  Overall service to large plans6 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.