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

Lincoln Financial Group

Qualified plan adviser votes18
Overall Perception Among Qualified Advisers
Very favorable0%
Somewhat favorable44%
Not favorable56%
Plan Adviser Experience with Provider
Worked with many times0%
Worked with several times10%
Worked with a few times45%
Worked with once45%
Highest Rated Areas of Service
Not enough votes reported