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Practice Benchmarking Survey
Our definitive annual report on how retirement plan advisers run their practices, particularly with respect to recommending funds, providing individual advice to plan participants and serving as a fiduciary.
- 2020 PLANADVISER Practice Benchmarking Survey
- 2019 PLANADVISER Practice Benchmarking Survey
- 2018 PLANADVISER Practice Benchmarking Survey
- 2017 PLANADVISER Practice Benchmarking Survey
- 2016 PLANADVISER Practice Benchmarking Survey
- 2015 PLANADVISER Practice Benchmarking Survey
- 2014 Practice Benchmarking Survey
- 2013 Practice Benchmarking Survey
- 2012 PLANADVISER Adviser Experience Survey