Art by Muhammad MustafaArt by Muhammad Mustafa


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Fidelity Investments

Qualified plan adviser votes151
Overall perception among plan advisers
Very favorable57%
Somewhat favorable30%
Not favorable12%
No opinion1%
Plan adviser experience with provider
Worked with many times77%
Worked with a few times18%
Worked with once3%
Never worked with2%
Top 10 service categories
Overall service to midsize plans53 votes
Participant education materials48 votes
Plan participant support43 votes
Overall service to large plans41 votes
Plan sponsor education materials37 votes
Web tools for plan sponsors35 votes
Overall service to mega plans34 votes
Overall service to small plans32 votes
Web tools for advisers31 votes
Adviser sales/marketing support22 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.