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

The Standard

Qualified plan adviser votes22
Overall Perception Among Qualified Advisers
Very favorable23%
Somewhat favorable32%
Not favorable45%
Plan Adviser Experience with Provider
Worked with many times5%
Worked with several times36%
Worked with a few times27%
Worked with once32%
Highest Rated Areas of Service
Overall service to small plans ($5mm – $50mm)4 votes
Plan sponsor website, analytics or reporting3 votes
Quality and consistency of client service teams3 votes
Enrollment materials, support and processing2 votes
Fee clarity, accounting, disclosure or benchmarking2 votes
Fee structure for advisers2 votes
Participant call centers and phone support2 votes
Regulatory or compliance support and services2 votes
Service to MEPs or PEPs2 votes
Adviser sales and marketing support1 vote
Overall service to micro plans (<$5mm)1 vote
Statements1 vote
Value for price of recordkeeping services1 vote
Web tools and functionality for advisers1 vote