Art by Muhammad MustafaArt by Muhammad Mustafa


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The Standard

Qualified plan adviser votes49
Overall perception among plan advisers
Very favorable22%
Somewhat favorable57%
Not favorable16%
No opinion4%
Plan adviser experience with provider
Worked with many times16%
Worked with a few times32%
Worked with once15%
Never worked with37%
Top 10 service categories
Value for price4 votes
Plan sponsor client service3 votes
Fee structure for advisers3 votes
Overall service to micro plans3 votes
Overall service to small plans2 votes
Plan participant support2 votes
Plan sponsor education materials1 vote
Participant education materials1 vote
Fee structure for plan sponsors1 vote
Web tools for plan sponsors1 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.