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.

Providers

Providers

John Hancock Retirement Plan Services

Qualified plan adviser votes52
Overall Perception Among Qualified Advisers
Very favorable27%
Somewhat favorable29%
Not favorable44%
Plan Adviser Experience with Provider
Worked with many times22%
Worked with several times19%
Worked with a few times39%
Worked with once20%
Highest Rated Areas of Service
Overall service to micro plans (<$5mm)14 votes
Plan design flexibility and customization11 votes
Enrollment materials, support and processing10 votes
Adviser sales and marketing support8 votes
Financial education and wellness resources8 votes
Overall service to small plans ($5mm – $50mm)7 votes
Participant call centers and phone support6 votes
Quality and consistency of client service teams6 votes
Regulatory or compliance support and services6 votes
Fee clarity, accounting, disclosure or benchmarking5 votes
Mobile apps and offerings5 votes
Statements5 votes
Web tools and functionality for advisers5 votes