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
Schwab Retirement Plan Services
| Qualified plan adviser votes | 10 |
| Overall Perception Among Qualified Advisers | |||
|---|---|---|---|
| Very favorable | 40% | ||
| Somewhat favorable | 50% | ||
| Not favorable | 10% | ||
| Plan Adviser Experience with Provider | |||
|---|---|---|---|
| Worked with many times | 10% | ||
| Worked with several times | 30% | ||
| Worked with a few times | 20% | ||
| Worked with once | 40% | ||
| Highest Rated Areas of Service | |||
|---|---|---|---|
| Fee clarity, accounting, disclosure or benchmarking | 3 votes | ||
| Mobile apps and offerings | 2 votes | ||
| Plan design flexibility and customization | 2 votes | ||
| Quality and consistency of client service teams | 2 votes | ||
| Value for price of recordkeeping services | 2 votes | ||
| Overall service to large plans (>$200M-$1B) | 1 vote | ||
| Overall service to mid-size plans ( >$50M-$200M) | 1 vote | ||
| Overall service to small plans ($5M-$50M) | 1 vote | ||
| Participant call centers and phone support | 1 vote | ||