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.

Providers

Providers

Ascensus

Qualified plan adviser votes48
Overall Perception Among Qualified Advisers
Very favorable15%
Somewhat favorable33%
Not favorable52%
Plan Adviser Experience with Provider
Worked with many times14%
Worked with several times33%
Worked with a few times31%
Worked with once22%
Highest Rated Areas of Service
Overall service to micro plans (<$5mm)8 votes
Value for price of recordkeeping services4 votes
Fee clarity, accounting, disclosure or benchmarking3 votes
Fee structure for advisers3 votes
Participant call centers and phone support3 votes
Quality and consistency of client service teams3 votes
Service to MEPs or PEPs3 votes
Overall service to small plans ($5mm – $50mm)2 votes
Plan sponsor website, analytics or reporting2 votes
Regulatory or compliance support and services2 votes
Statements2 votes