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

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Qualified plan adviser votes15
Overall Perception Among Qualified Advisers
Very favorable27%
Somewhat favorable33%
Not favorable40%
Plan Adviser Experience with Provider
Worked with many times6%
Worked with several times18%
Worked with a few times41%
Worked with once35%
Highest Rated Areas of Service
Fee clarity, accounting, disclosure or benchmarking3 votes
Overall service to micro plans (<$5mm)3 votes
Value for price of recordkeeping services3 votes
Adviser sales and marketing support2 votes
Enrollment materials, support and processing2 votes
Fee structure for advisers2 votes
Mobile apps and offerings2 votes
Participant website and online tools2 votes
Payroll integration2 votes
Plan sponsor website, analytics or reporting2 votes
Quality and consistency of client service teams2 votes
Regulatory or compliance support and services2 votes
Statements2 votes
Web tools and functionality for advisers2 votes