Art by Muhammad MustafaArt by Muhammad Mustafa


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Qualified plan adviser votes99
Overall perception among plan advisers
Very favorable2%
Somewhat favorable22%
Not favorable71%
No opinion5%
Plan adviser experience with provider
Worked with many times35%
Worked with a few times39%
Worked with once11%
Never worked with15%
Top 10 service categories
Wholesalers7 votes
Overall service to small plans3 votes
Value for price3 votes
Adviser sales/marketing support3 votes
Plan sponsor client service2 votes
Overall service to micro plans2 votes
Overall service to midsize plans2 votes
Overall service to large plans2 votes
Web tools for advisers1 vote
Plan participant 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.