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

Industry Data

Top and Bottom 5 Industries for Micro Plans

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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.