Art by Muhammad MustafaArt by Muhammad Mustafa


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Empower Retirement

Qualified plan adviser votes144
Overall perception among plan advisers
Very favorable58%
Somewhat favorable34%
Not favorable8%
No opinion0%
Plan adviser experience with provider
Worked with many times63%
Worked with a few times28%
Worked with once6%
Never worked with3%
Top 10 service categories
Overall service to small plans47 votes
Web tools for plan sponsors47 votes
Web tools for advisers43 votes
Fee structure for plan sponsors36 votes
Value for price35 votes
Fee structure for advisers29 votes
Plan participant support26 votes
Plan sponsor client service25 votes
Overall service to micro plans25 votes
Overall service to midsize plans23 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.