Research
2019 PLANADVISER Micro Plan Survey
Our annual gathering of data on plans with less than $5 million in assets points to a promising market for advisers
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Micro Plan Survey
A look at the many services that retirement plan advisers provide to micro plans, i.e. those with less than $5 million in assets, particularly review of fund performance and plan investment selection guidance.
- 2020 PLANADVISER Micro Plan Survey
- 2019 PLANADVISER Micro Plan Survey
- 2018 PLANADVISER Micro Plan Survey
- 2017 PLANADVISER Micro Plan Survey
- 2016 PLANADVISER Micro Plan Survey
- 2014 PLANADVISER Micro Plan Survey
- 2014 Micro Plan Survey
- 2013 Micro Plan Survey
- 2009 Micro Plan Analysis – Small World
- 2008 Micro Plan Analysis – Room To Grow