RESEARCH

2015 Retirement Plan Adviser Survey

Providers

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Empower Retirement

Qualified plan adviser votes266
Overall perception among plan advisers
Very favorable46.7%
Somewhat favorable37.9%
Not favorable7.1%
No opinion7.1%
Plan adviser experience with provider
Worked with many times57.1%
Worked with a few times26.2%
Worked with once7.1%
Never worked with9.5%
Top 10 service categories
1  Value for price40 votes
2  Overall service to small plans37 votes
3  Participant education materials35 votes
4  Fee structure for advisers34 votes
5  Adviser support post-sale32 votes
6  Plan participant support27 votes
7  Wholesalers26 votes
8  Overall service to micro plans25 votes
9  Plan sponsor support24 votes
9  Supporting materials24 votes

ARCHIVE

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.