RESEARCH |
2025
PLANADVISER Retirement Plan Adviser Survey
The 2025 Retirement Plan Adviser Survey sheds light on the criteria that advisers prioritize in fund and recordkeeper selection.
Reported by PLANADVISER
Providers
ADP Retirement Services
| Qualified plan adviser votes | 39 |
| Overall Perception Among Qualified Advisers | |||
|---|---|---|---|
| Very favorable | 10% | ||
| Somewhat favorable | 23% | ||
| Not favorable | 67% | ||
| Plan Adviser Experience with Provider | |||
|---|---|---|---|
| Worked with many times | 13% | ||
| Worked with several times | 21% | ||
| Worked with a few times | 41% | ||
| Worked with once | 26% | ||
| Highest Rated Areas of Service | |||
|---|---|---|---|
| Payroll integration | 4 votes | ||
| Enrollment materials, support and processing | 2 votes | ||
| Overall service to micro plans (<$5M) | 2 votes | ||
| Adviser sales and marketing support | 1 vote | ||
| Fee clarity, accounting, disclosure or benchmarking | 1 vote | ||
| Overall service to MEPs or PEPs | 1 vote | ||
| Overall service to mega plans (>$1B) | 1 vote | ||
| Overall service to mid-size plans ( >$50M-$200M) | 1 vote | ||
| Overall service to small plans ($5M-$50M) | 1 vote | ||
| Quality and consistency of client service teams | 1 vote | ||