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

T. Rowe Price

Qualified plan adviser votes145
Overall perception among plan advisers
Very favorable26.2%
Somewhat favorable34.1%
Not favorable4.8%
No opinion34.1%
Plan adviser experience with provider
Worked with many times16.3%
Worked with a few times30.1%
Worked with once14.6%
Never worked with39.0%
Top 10 service categories
1  Reputation4 votes
2  Plan sponsor support3 votes
2  Value for price3 votes
2  Overall service to large plans3 votes
5  Supporting materials2 votes
6  Plan sponsor education materials1 vote
6  Adviser sales/marketing support1 vote
6  Wholesalers1 vote
6  Overall service to micro plans1 vote
6  Adviser support post-sale1 vote