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

Nationwide Financial

Qualified plan adviser votes28
Overall Perception Among Qualified Advisers
Very favorable14%
Somewhat favorable25%
Not favorable61%
Plan Adviser Experience with Provider
Worked with many times7%
Worked with several times7%
Worked with a few times30%
Worked with once57%
Highest Rated Areas of Service
Participant call centers and phone support3 votes
Enrollment materials, support and processing2 votes
Fee clarity, accounting, disclosure or benchmarking2 votes
Overall service to micro plans (<$5mm)2 votes
Regulatory or compliance support and services2 votes
Adviser sales and marketing support1 vote
Fee structure for advisers1 vote
Financial education and wellness resources1 vote
Mobile apps and offerings1 vote
Overall service to large plans (>$200mm – $1b)1 vote
Overall service to mega plans (>$1b)1 vote
Overall service to midsize plans (>$50mm – $200mm)1 vote
Overall service to small plans ($5mm – $50mm)1 vote
Plan design flexibility and customization1 vote
Quality and consistency of client service teams1 vote
Service to MEPs or PEPs1 vote
Value for price of recordkeeping services1 vote