2022
PLANADVISER Retirement Plan Adviser Survey

• Story
• Survey Data
  • Retirement Plan Adviser Preferences
  • Top Criteria Used in Selecting Core Fund Lineups
  • Most Important Criteria Used in Selecting Core Fund Lineups
  • Top Criteria Used in Selecting QDIA
  • Top Criteria Used in Selecting Plan Recordkeeper
  • Most Recommended Fund Family
  • Most Recommended TDF Fund Families
  • Most Preferred Asset Managers
  • Top-Rated Investment Firms
  • General Adviser Services & Support
  • Practice management ideas/tools & other value-added services
  • Retirement Industry Insight & Analysis
  • Wholesaler Knowledge & Responsiveness
  • Reputation
  • Investment Value for Price
  • Fund Fact Sheets
  • Quarterly Evaluation Materials
  • Participant Education Materials
  • Plan Participant Support
  • Plan Sponsor Education Materials
  • Plan Sponsor Support
  • Top-Rated Defined Contribution Plan Providers
  • Overall Service, Micro Plans (<$5MM)
  • Overall Service, Small Plans ($5MM-$50MM)
  • Overall Service, Midsize Plans (>$50MM-$200MM)
  • Overall Service, Large Plans (>$200MM-$1B)
  • Overall Service, Mega Plans (>$1B)
  • Participant Call Centers/Phone Support
  • Participant Website & Online Tools
  • Participant Mobile Apps
  • Participant Statements
  • Participant Enrollment materials / support / processing
  • Participant Financial education/wellness resources
  • Plan Sponsor Website, Analytics & Reporting
  • Regulatory / Compliance Support and Services
  • Quality/Consistency of Client Service Teams
  • Value for Price of Recordkeeping Services
  • Fee Clarity / Accounting / Disclosure / Benchmarking
  • Plan Design Flexibility/Customization
  • Payroll Integration
  • Adviser Sales/Marketing Support
  • Fee Structure for Advisers
  • Web Tools/Functionality for Advisers
• Methodology

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