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

Empower Retirement

Qualified plan adviser votes64
Overall Perception Among Qualified Advisers
Very favorable25%
Somewhat favorable41%
Not favorable34%
Plan Adviser Experience with Provider
Worked with many times40%
Worked with several times25%
Worked with a few times21%
Worked with once13%
Highest Rated Areas of Service
Plan sponsor website, analytics or reporting22 votes
Participant website and online tools20 votes
Mobile apps and offerings17 votes
Value for price of recordkeeping services15 votes
Participant call centers and phone support13 votes
Plan design flexibility and customization13 votes
Payroll integration12 votes
Regulatory or compliance support and services12 votes
Web tools and functionality for advisers12 votes
Quality and consistency of client service teams11 votes