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
Paychex
| Qualified plan adviser votes | 22 |
| Overall Perception Among Qualified Advisers | |||
|---|---|---|---|
| Very favorable | 9% | ||
| Somewhat favorable | 9% | ||
| Not favorable | 82% | ||
| Plan Adviser Experience with Provider | |||
|---|---|---|---|
| Worked with many times | 14% | ||
| Worked with several times | 14% | ||
| Worked with a few times | 36% | ||
| Worked with once | 36% | ||
| Highest Rated Areas of Service | |||
|---|---|---|---|
| Not enough votes reported | |||