2015
Retirement Plan Adviser Survey

Arguably, retirement plan advisers have a better—or at least
a more comparative—perspective than their plan sponsor clients about the
relative strength of products and services offered by investment and
recordkeeping providers. After all, advisers can—and usually do—work with many
of them concurrently. The 2015 Retirement Plan Adviser Survey, our eighth,
endeavors to gain insight from the adviser community about how providers and
funds are selected, and which are the favorites each year.

Providers

Providers

OneAmerica

Qualified plan adviser votes155
Overall perception among plan advisers
Very favorable11.9%
Somewhat favorable32.8%
Not favorable20.9%
No opinion30.6%
Plan adviser experience with provider
Worked with many times15.9%
Worked with a few times30.3%
Worked with once15.2%
Never worked with38.6%
Top 10 service categories
1  Adviser support post-sale3 votes
2  Plan sponsor support2 votes
2  Overall service to micro plans2 votes
2  Overall service to small plans2 votes
2  Value-added adviser services2 votes
6  Fee structure for advisers1 vote
6  Plan participant support1 vote
6  Value for price1 vote
6  Adviser sales/marketing support1 vote
6  Participant education materials1 vote