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

Bank of America

Qualified plan adviser votes10
Overall Perception Among Qualified Advisers
Very favorable20%
Somewhat favorable10%
Not favorable70%
Plan Adviser Experience with Provider
Worked with many times18%
Worked with several times0%
Worked with a few times36%
Worked with once45%
Highest Rated Areas of Service
Participant website and online tools2 votes
Statements2 votes
Financial education and wellness resources1 vote
Overall service to mega plans (>$1b)1 vote
Participant call centers and phone support1 vote
Regulatory or compliance support and services1 vote
Value for price of recordkeeping services1 vote