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
TIAA
| Qualified plan adviser votes | 14 |
| Overall Perception Among Qualified Advisers | |||
|---|---|---|---|
| Very favorable | 7% | ||
| Somewhat favorable | 36% | ||
| Not favorable | 57% | ||
| Plan Adviser Experience with Provider | |||
|---|---|---|---|
| Worked with many times | 7% | ||
| Worked with several times | 21% | ||
| Worked with a few times | 43% | ||
| Worked with once | 29% | ||
| Highest Rated Areas of Service | |||
|---|---|---|---|
| Not enough votes reported | |||