RESEARCH |

2024
PLANADVISER Retirement Plan Adviser Survey

The 2024 Retirement Plan Adviser Survey sheds light on the criteria that advisers prioritize in fund and recordkeeper selection and reveals which companies advisers most like to work with.

Reported by PLANADVISER
PLANADVISER Retirement Plan Adviser Survey
Providers
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Providers

ADP Retirement Services

Qualified plan adviser votes57
Overall Perception Among Qualified Advisers
Very favorable2%
Somewhat favorable16%
Not favorable82%
Plan Adviser Experience with Provider
Worked with many times10%
Worked with several times23%
Worked with a few times42%
Worked with once25%
Highest Rated Areas of Service
Payroll integration7 votes
Fee clarity, accounting, disclosure or benchmarking4 votes
Overall service to micro plans (<$5mm)4 votes
Regulatory or compliance support and services3 votes
Value for price of recordkeeping services3 votes
Adviser sales and marketing support2 votes
Enrollment materials, support and processing2 votes
Overall service to small plans ($5mm – $50mm)2 votes
Participant call centers and phone support2 votes
Quality and consistency of client service teams2 votes
Service to MEPs or PEPs2 votes
Statements2 votes
Web tools and functionality for advisers2 votes