RESEARCH

2015 Retirement Plan Adviser Survey

Providers

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Fidelity Investments

Qualified plan adviser votes274
Overall perception among plan advisers
Very favorable38.2%
Somewhat favorable47.2%
Not favorable12.9%
No opinion1.7%
Plan adviser experience with provider
Worked with many times56.3%
Worked with a few times38.5%
Worked with once4.0%
Never worked with1.1%
Top 10 service categories
1  Reputation66 votes
2  Overall service to midsize plans38 votes
3  Plan sponsor education materials36 votes
4  Plan participant support32 votes
5  Participant education materials30 votes
5  Overall service to large plans30 votes
7  Supporting materials28 votes
8  Adviser sales/marketing support26 votes
9  Overall service to small plans25 votes
10  Overall service to mega plans23 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.