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

Pentegra

Qualified plan adviser votes10
Overall Perception Among Qualified Advisers
Very favorable10%
Somewhat favorable30%
Not favorable60%
Plan Adviser Experience with Provider
Worked with many times8%
Worked with several times17%
Worked with a few times25%
Worked with once50%
Highest Rated Areas of Service
Not enough votes reported