Art by Muhammad MustafaArt by Muhammad Mustafa


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T. Rowe Price

Qualified plan adviser votes81
Overall perception among plan advisers
Very favorable43%
Somewhat favorable49%
Not favorable7%
No opinion0%
Plan adviser experience with provider
Worked with many times30%
Worked with a few times39%
Worked with once12%
Never worked with19%
Top 10 service categories
Overall service to large plans9 votes
Participant education materials9 votes
Fee structure for plan sponsors9 votes
Value for price7 votes
Plan sponsor education materials7 votes
Adviser sales/marketing support5 votes
Overall service to midsize plans5 votes
Plan sponsor client service4 votes
Overall service to micro plans4 votes
Overall service to mega plans4 votes


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.