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

Capital Group, home of the American Funds

Qualified plan adviser votes34
Overall Perception Among Qualified Advisers
Very favorable32%
Somewhat favorable32%
Not favorable35%
Plan Adviser Experience with Provider
Worked with many times29%
Worked with several times14%
Worked with a few times34%
Worked with once23%
Highest Rated Areas of Service
Adviser sales and marketing support6 votes
Overall service to micro plans (<$5mm)6 votes
Value for price of recordkeeping services6 votes
Fee structure for advisers5 votes
Participant call centers and phone support5 votes
Plan sponsor website, analytics or reporting4 votes
Enrollment materials, support and processing3 votes
Fee clarity, accounting, disclosure or benchmarking3 votes
Financial education and wellness resources3 votes
Overall service to small plans ($5mm – $50mm)3 votes
Quality and consistency of client service teams3 votes
Statements3 votes
Web tools and functionality for advisers3 votes