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
The Standard
| Qualified plan adviser votes | 16 |
| Overall Perception Among Qualified Advisers | |||
|---|---|---|---|
| Very favorable | 38% | ||
| Somewhat favorable | 44% | ||
| Not favorable | 19% | ||
| Plan Adviser Experience with Provider | |||
|---|---|---|---|
| Worked with many times | 19% | ||
| Worked with several times | 13% | ||
| Worked with a few times | 19% | ||
| Worked with once | 50% | ||
| Highest Rated Areas of Service | |||
|---|---|---|---|
| Overall service to small plans ($5M-$50M) | 3 votes | ||
| Financial education and wellness resources | 2 votes | ||
| Overall service to MEPs or PEPs | 2 votes | ||
| Overall service to micro plans (<$5M) | 2 votes | ||
| Participant call centers and phone support | 2 votes | ||
| Adviser sales and marketing support | 1 vote | ||
| Enrollment materials, support and processing | 1 vote | ||
| Payroll integration | 1 vote | ||
| Plan sponsor website, analytics or reporting | 1 vote | ||
| Quality and consistency of client service teams | 1 vote | ||
| Regulatory or compliance support and services | 1 vote | ||