Art by Muhammad MustafaArt by Muhammad Mustafa


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Qualified plan adviser votes105
Overall perception among plan advisers
Very favorable37%
Somewhat favorable49%
Not favorable12%
No opinion2%
Plan adviser experience with provider
Worked with many times40%
Worked with a few times42%
Worked with once9%
Never worked with9%
Top 10 service categories
Fee structure for plan sponsors9 votes
Value for price8 votes
Overall service to mega plans6 votes
Overall service to large plans5 votes
Overall service to small plans5 votes
Overall service to micro plans4 votes
Overall service to midsize plans3 votes
Fee structure for advisers3 votes
Wholesalers3 votes
Plan sponsor education materials2 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.