2015 Retirement Plan Adviser Survey


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CUNA Mutual Group

Qualified plan adviser votes122
Overall perception among plan advisers
Very favorable9.7%
Somewhat favorable26.5%
Not favorable17.7%
No opinion42.5%
Plan adviser experience with provider
Worked with many times9.1%
Worked with a few times19.1%
Worked with once20.9%
Never worked with50.9%
Top 10 service categories
1  Overall service to micro plans4 votes
2  Adviser support post-sale3 votes
2  Value-added adviser services3 votes
4  Overall service to small plans2 votes
5  Fee structure for advisers1 vote
5  Adviser sales/marketing support1 vote
5  Plan participant support1 vote
5  Wholesalers1 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.