2020
PLANADVISER Retirement Plan Adviser Survey

Providers

Providers

Prudential Retirement

# of retirement plan adviser interactions137
Interactions vs. Adviser Recommendations
Multiple interactions72%
Recommend rate62%
Overall Service Quartiles, by Plan Assets
<$5MMNot rated
$5MM–$50MM1st quartile
>$50MM–$200MM2nd quartile
Highest Rated Areas of Service
Plan design customization and flexibility16%
Financial education / Financial wellness13%
Adviser sales and marketing support10%
Quality of client service teams9%
Value for price9%
Footnote: Quartiles provide a relative comparison of how frequently the recordkeeper was cited as the “best” recordkeeper in the corresponding market. 4th, or top, quartile (cited most frequently); 3rd quartile; 2nd quartile; and 1st quartile (cited least frequently).