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 in deciding which recordkeepers
| are appropriate for plan sponsor clients | 1st | 2nd | 1st or 2nd |
|---|---|---|---|
| Value for price | 34.2% | 20.9% | 55.1% |
| Fee structure for plan | 29.2% | 17.6% | 46.8% |
| Investment options | 11.6% | 27.2% | 38.9% |
| Adviser support/value-added svcs | 10.6% | 7.6% | 18.3% |
| Reputation | 7.6% | 5.3% | 13.0% |
| Participant education | 1.7% | 9.3% | 11.0% |
| Supporting materials | 0.0% | 4.0% | 4.0% |
| Brand recognition | 0.3% | 1.3% | 1.7% |
| Recommended by home office | 1.0% | 0.3% | 1.3% |
| Fee structure for adviser | 0.7% | 0.3% | 1.0% |
| Wholesalers | 0.3% | 0.3% | 0.7% |