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

J.P. Morgan Asset Management

Qualified plan adviser votes21
Overall Perception Among Qualified Advisers
Very favorable43%
Somewhat favorable38%
Not favorable19%
Plan Adviser Experience with Provider
Worked with many times14%
Worked with several times18%
Worked with a few times27%
Worked with once41%
Highest Rated Areas of Service
Enrollment materials, support and processing4 votes
Participant website and online tools3 votes
Fee clarity, accounting, disclosure or benchmarking2 votes
Fee structure for advisers2 votes
Overall service to large plans (>$200mm – $1b)2 votes
Overall service to small plans ($5mm – $50mm)2 votes
Quality and consistency of client service teams2 votes
Web tools and functionality for advisers2 votes
Adviser sales and marketing support1 vote
Financial education and wellness resources1 vote
Mobile apps and offerings1 vote
Overall service to micro plans (<$5mm)1 vote
Overall service to midsize plans (>$50mm – $200mm)1 vote
Participant call centers and phone support1 vote
Payroll integration1 vote
Plan design flexibility and customization1 vote
Plan sponsor website, analytics or reporting1 vote
Regulatory or compliance support and services1 vote
Statements1 vote
Value for price of recordkeeping services1 vote