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

Voya Financial

Qualified plan adviser votes47
Overall Perception Among Qualified Advisers
Very favorable28%
Somewhat favorable26%
Not favorable47%
Plan Adviser Experience with Provider
Worked with many times27%
Worked with several times16%
Worked with a few times29%
Worked with once29%
Highest Rated Areas of Service
Overall service to small plans ($5mm – $50mm)11 votes
Payroll integration6 votes
Quality and consistency of client service teams6 votes
Adviser sales and marketing support5 votes
Enrollment materials, support and processing5 votes
Mobile apps and offerings5 votes
Participant call centers and phone support5 votes
Participant website and online tools5 votes
Value for price of recordkeeping services5 votes
Fee clarity, accounting, disclosure or benchmarking4 votes
Plan design flexibility and customization4 votes
Statements4 votes
Web tools and functionality for advisers4 votes