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
Lincoln Financial Group
| Qualified plan adviser votes | 13 |
| Overall Perception Among Qualified Advisers | |||
|---|---|---|---|
| Very favorable | 8% | ||
| Somewhat favorable | 31% | ||
| Not favorable | 62% | ||
| Plan Adviser Experience with Provider | |||
|---|---|---|---|
| Worked with many times | 8% | ||
| Worked with several times | 15% | ||
| Worked with a few times | 15% | ||
| Worked with once | 62% | ||
| Highest Rated Areas of Service | |||
|---|---|---|---|
| Fee structure for advisers | 2 votes | ||
| Adviser sales and marketing support | 1 vote | ||
| Overall service to 403(b) plans | 1 vote | ||
| Overall service to 457 plans | 1 vote | ||
| Overall service to large plans (>$200M-$1B) | 1 vote | ||
| Overall service to MEPs or PEPs | 1 vote | ||
| Overall service to mid-size plans ( >$50M-$200M) | 1 vote | ||
| Payroll integration | 1 vote | ||
| Statements | 1 vote | ||