2015 Retirement Plan Adviser Survey


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Charles Schwab

Qualified plan adviser votes149
Overall perception among plan advisers
Very favorable22.3%
Somewhat favorable31.5%
Not favorable11.5%
No opinion33.8%
Plan adviser experience with provider
Worked with many times18.5%
Worked with a few times31.5%
Worked with once12.9%
Never worked with37.1%
Top 10 service categories
1  Plan sponsor support6 votes
2  Reputation5 votes
3  Overall service to midsize plans4 votes
3  Supporting materials4 votes
3  Plan sponsor education materials4 votes
3  Fee structure for advisers4 votes
3  Overall service to large plans4 votes
8  Adviser support post-sale3 votes
8  Overall service to mega plans3 votes
8  Value for price3 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.