Art by Muhammad MustafaArt by Muhammad Mustafa


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Charles Schwab

Qualified plan adviser votes59
Overall perception among plan advisers
Very favorable53%
Somewhat favorable42%
Not favorable3%
No opinion2%
Plan adviser experience with provider
Worked with many times33%
Worked with a few times21%
Worked with once14%
Never worked with33%
Top 10 service categories
Overall service to midsize plans12 votes
Overall service to large plans9 votes
Plan sponsor client service9 votes
Value for price7 votes
Fee structure for plan sponsors5 votes
Overall service to small plans4 votes
Wholesalers4 votes
Participant education materials4 votes
Plan participant support4 votes
Web tools for advisers3 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.