RESEARCH |
2012
Retirement Plan Adviser Survey
Advisers pick their favorite providers in our 2012 Retirement Plan Adviser Survey <br /><br />
Reported by PLANADVISER
Survey Data
Top criteria used to decide which funds are appropriate for plans
| Criteria | 1st | 2nd | 3rd | 4th | 5th |
|---|---|---|---|---|---|
| Performance (1-year return) | 1.6% | 14.1% | 35.9% | 32.8% | 15.6% |
| Performance (5-year return) | 22.0% | 34.9% | 20.6% | 12.8% | 9.6% |
| Performance vs. benchmarks | 56.5% | 24.8% | 9.2% | 5.3% | 4.2% |
| Manager tenure | 5.7% | 14.9% | 36.1% | 26.3% | 17.0% |
| Brand | 6.1% | 7.6% | 25.8% | 25.8% | 34.8% |
| Style drift | 1.8% | 17.0% | 19.4% | 33.3% | 28.5% |
| Adviser support | 10.5% | 6.6% | 19.7% | 13.2% | 50.0% |
| Supporting materials | 9.4% | 6.3% | 15.6% | 25.0% | 43.8% |
| Fee structure for adviser | 3.0% | 6.1% | 36.4% | 27.3% | 27.3% |
| Fee structure for plan | 18.6% | 25.1% | 17.7% | 23.4% | 15.2% |
| Plan demographics | 21.5% | 14.0% | 10.7% | 17.4% | 36.4% |