RESEARCH |
2014
Retirement Plan Adviser Survey
Stacking Up
Reported by PLANADVISER
| Art by Christian Northeast
Survey Data
Top criteria used to decide which funds are appropriate for plans
| 1st | 2nd | 3rd | 4th | 5th | |
|---|---|---|---|---|---|
| Performance (one-year returns) | 1.5% | 16.9% | 33.8% | 23.1% | 24.6% |
| Performance (five-year returns) | 26.9% | 30.3% | 22.9% | 10.4% | 9.5% |
| Performance vs. benchmarks | 47.5% | 26.1% | 13.9% | 10.0% | 2.5% |
| Manager tenure | 8.5% | 17.6% | 26.7% | 25.6% | 21.6% |
| Brand | 6.6% | 8.2% | 23.0% | 32.8% | 29.5% |
| Style drift | 5.2% | 12.7% | 22.4% | 29.1% | 30.6% |
| Adviser support | 8.8% | 5.9% | 11.8% | 29.4% | 44.1% |
| Supporting materials | 12.0% | 18.8% | 26.3% | 27.8% | 15.0% |
| Fee structure for adviser | 9.4% | 18.8% | 18.8% | 23.1% | 29.9% |
| Fee structure for plan | 15.1% | 5.5% | 13.7% | 23.3% | 42.5% |
| Plan demographics | 5.1% | 12.8% | 10.3% | 28.2% | 43.6% |