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

TIAA-CREF

Qualified plan adviser votes154
Overall perception among plan advisers
Very favorable3.8%
Somewhat favorable27.8%
Not favorable35.3%
No opinion31.6%
Plan adviser experience with provider
Worked with many times18.8%
Worked with a few times29.7%
Worked with once12.5%
Never worked with39.1%
Top 10 service categories
1  Plan participant support3 votes
2  Value for price2 votes
2  Overall service to midsize plans2 votes
2  Overall service to large plans2 votes
5  Plan sponsor support1 vote
5  Overall service to small plans1 vote
5  Adviser support post-sale1 vote
5  Value-added adviser services1 vote
5  Fee structure for advisers1 vote
5  Reputation1 vote