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

Human Interest

Qualified plan adviser votes9
Overall Perception Among Qualified Advisers
Very favorable11%
Somewhat favorable11%
Not favorable78%
Plan Adviser Experience with Provider
Worked with many times9%
Worked with several times18%
Worked with a few times9%
Worked with once64%
Highest Rated Areas of Service
Not enough votes reported