RESEARCH |
2016
PLANADVISER Retirement Plan Adviser Survey
Advisers assess investment managers and recordkeepers
Reported by PLANADVISER
| Art by David Jien
Survey Data
Top criteria used in deciding which recordkeepers are appropriate for plan sponsor clients (360 responses)
| 1st | 2nd | 1st or 2nd | |
|---|---|---|---|
| 1 Value for price | 42% | 13% | 52% |
| 2 Fee structure for plan | 29% | 22% | 48% |
| 3 Investment options available | 12% | 22% | 33% |
| 4 Reputation | 7% | 4% | 11% |
| 5 Supporting materials for plan sponsors | 4% | 4% | 8% |
| 6 Participant education | 3% | 9% | 11% |
| 7 Website tools for participants | 2% | 15% | 17% |
| 8 Adviser support/Value-added adviser services | 2% | 3% | 5% |
| 9 Adviser support | 2% | 2% | 4% |
| 10 Website tools for plan sponsors | 1% | 2% | 3% |
| 11 Wholesalers | 1% | 1% | 1% |
| 12 Recommendation by home office | 1% | 0% | 1% |
| 13 Brand recognition | 0% | 2% | 3% |
| 14 Fee structure for adviser | 0% | 0% | 1% |