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

Fidelity Investments

Qualified plan adviser votes274
Overall perception among plan advisers
Very favorable38.2%
Somewhat favorable47.2%
Not favorable12.9%
No opinion1.7%
Plan adviser experience with provider
Worked with many times56.3%
Worked with a few times38.5%
Worked with once4.0%
Never worked with1.1%
Top 10 service categories
1  Reputation66 votes
2  Overall service to midsize plans38 votes
3  Plan sponsor education materials36 votes
4  Plan participant support32 votes
5  Participant education materials30 votes
5  Overall service to large plans30 votes
7  Supporting materials28 votes
8  Adviser sales/marketing support26 votes
9  Overall service to small plans25 votes
10  Overall service to mega plans23 votes