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

Fidelity Investments

Qualified plan adviser votes58
Overall Perception Among Qualified Advisers
Very favorable55%
Somewhat favorable28%
Not favorable17%
Plan Adviser Experience with Provider
Worked with many times47%
Worked with several times17%
Worked with a few times17%
Worked with once20%
Highest Rated Areas of Service
Overall service to midsize plans (>$50mm – $200mm)20 votes
Mobile apps and offerings19 votes
Overall service to large plans (>$200mm – $1b)17 votes
Financial education and wellness resources16 votes
Overall service to mega plans (>$1b)16 votes
Fee clarity, accounting, disclosure or benchmarking15 votes
Participant call centers and phone support15 votes
Participant website and online tools15 votes
Statements14 votes
Plan sponsor website, analytics or reporting13 votes
Quality and consistency of client service teams13 votes
Regulatory or compliance support and services13 votes
Web tools and functionality for advisers13 votes