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

Vanguard

Qualified plan adviser votes41
Overall Perception Among Qualified Advisers
Very favorable15%
Somewhat favorable37%
Not favorable49%
Plan Adviser Experience with Provider
Worked with many times12%
Worked with several times26%
Worked with a few times33%
Worked with once29%
Highest Rated Areas of Service
Value for price of recordkeeping services5 votes
Fee clarity, accounting, disclosure or benchmarking3 votes
Payroll integration3 votes
Quality and consistency of client service teams3 votes
Adviser sales and marketing support2 votes
Overall service to small plans ($5mm – $50mm)2 votes
Participant website and online tools2 votes
Statements2 votes
Fee structure for advisers1 vote
Financial education and wellness resources1 vote
Overall service to large plans (>$200mm – $1b)1 vote
Overall service to micro plans (<$5mm)1 vote
Overall service to midsize plans (>$50mm – $200mm)1 vote
Participant call centers and phone support1 vote
Plan sponsor website, analytics or reporting1 vote
Regulatory or compliance support and services1 vote
Web tools and functionality for advisers1 vote