RESEARCH

2015 Retirement Plan Adviser Survey

Providers

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Guardian Retirement Services

Qualified plan adviser votes112
Overall perception among plan advisers
Very favorable1.9%
Somewhat favorable8.3%
Not favorable22.2%
No opinion66.7%
Plan adviser experience with provider
Worked with many times3.8%
Worked with a few times15.1%
Worked with once8.5%
Never worked with72.6%
Top 10 service categories
1  Plan sponsor education materials1 vote
1  Overall service to micro plans1 vote

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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.