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

T. Rowe Price

Qualified plan adviser votes38
Overall Perception Among Qualified Advisers
Very favorable29%
Somewhat favorable42%
Not favorable29%
Plan Adviser Experience with Provider
Worked with many times8%
Worked with several times18%
Worked with a few times48%
Worked with once28%
Highest Rated Areas of Service
Overall service to micro plans (<$5mm)4 votes
Overall service to large plans (>$200mm – $1b)2 votes
Overall service to midsize plans (>$50mm – $200mm)2 votes
Participant website and online tools2 votes
Plan design flexibility and customization2 votes
Adviser sales and marketing support1 vote
Enrollment materials, support and processing1 vote
Financial education and wellness resources1 vote
Overall service to mega plans (>$1b)1 vote
Overall service to small plans ($5mm – $50mm)1 vote
Participant call centers and phone support1 vote
Payroll integration1 vote
Regulatory or compliance support and services1 vote
Service to MEPs or PEPs1 vote
Value for price of recordkeeping services1 vote