RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Survey Data
Top criteria used in deciding which recordkeepers are appropriate for plan sponsor clients (395 responses)
| Criteria | 1st | 2nd | 1st or 2nd |
|---|---|---|---|
| Value for price | 44.3% | 13.2% | 57.5% |
| Fee structure for plan | 25.1% | 24.3% | 49.4% |
| Investment options | 8.6% | 20.8% | 29.4% |
| Adviser support/Value-added svcs | 7.6% | 9.4% | 17.0% |
| Reputation | 6.1% | 9.1% | 15.2% |
| Participant education | 2.8% | 10.1% | 12.9% |
| Supporting materials | 1.0% | 3.0% | 4.1% |
| Wholesalers | 0.8% | 1.3% | 2.0% |
| Fee structure for adviser | 0.5% | 0.5% | 1.0% |
| Brand recognition | 0.3% | 0.8% | 1.0% |
| Recommended by home office | 0.0% | 0.0% | 0.0% |