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

Principal Financial Group

Qualified plan adviser votes60
Overall Perception Among Qualified Advisers
Very favorable30%
Somewhat favorable27%
Not favorable43%
Plan Adviser Experience with Provider
Worked with many times25%
Worked with several times11%
Worked with a few times38%
Worked with once25%
Highest Rated Areas of Service
Financial education and wellness resources12 votes
Mobile apps and offerings11 votes
Participant website and online tools10 votes
Fee structure for advisers9 votes
Overall service to midsize plans (>$50mm – $200mm)9 votes
Participant call centers and phone support8 votes
Plan sponsor website, analytics or reporting8 votes
Regulatory or compliance support and services8 votes
Statements8 votes
Web tools and functionality for advisers8 votes