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

Guardian Retirement Services

Qualified plan adviser votes112
Overall perception among plan advisers
Very favorable1.9%
Somewhat favorable8.3%
Not favorable22.2%
No opinion66.7%
Plan adviser experience with provider
Worked with many times3.8%
Worked with a few times15.1%
Worked with once8.5%
Never worked with72.6%
Top 10 service categories
1  Plan sponsor education materials1 vote
1  Overall service to micro plans1 vote