Art by Muhammad MustafaArt by Muhammad Mustafa


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Qualified plan adviser votes77
Overall perception among plan advisers
Very favorable27%
Somewhat favorable44%
Not favorable27%
No opinion1%
Plan adviser experience with provider
Worked with many times27%
Worked with a few times38%
Worked with once11%
Never worked with24%
Top 10 service categories
Fee structure for plan sponsors8 votes
Web tools for advisers4 votes
Wholesalers3 votes
Overall service to small plans3 votes
Plan sponsor client service3 votes
Web tools for plan sponsors3 votes
Value for price3 votes
Fee structure for advisers2 votes
Overall service to micro plans1 vote
Adviser sales/marketing support1 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.