Art by Muhammad MustafaArt by Muhammad Mustafa


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Qualified plan adviser votes110
Overall perception among plan advisers
Very favorable22%
Somewhat favorable50%
Not favorable25%
No opinion4%
Plan adviser experience with provider
Worked with many times43%
Worked with a few times33%
Worked with once11%
Never worked with12%
Top 10 service categories
Overall service to micro plans23 votes
Fee structure for plan sponsors15 votes
Value for price11 votes
Fee structure for advisers8 votes
Plan sponsor client service3 votes
Overall service to small plans3 votes
Web tools for plan sponsors2 votes
Plan sponsor education materials2 votes
Adviser sales/marketing support1 vote
Web tools for advisers1 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.