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
T. Rowe Price
| Qualified plan adviser votes | 24 |
| Overall Perception Among Qualified Advisers | |||
|---|---|---|---|
| Very favorable | 42% | ||
| Somewhat favorable | 42% | ||
| Not favorable | 17% | ||
| Plan Adviser Experience with Provider | |||
|---|---|---|---|
| Worked with many times | 13% | ||
| Worked with several times | 29% | ||
| Worked with a few times | 42% | ||
| Worked with once | 17% | ||
| Highest Rated Areas of Service | |||
|---|---|---|---|
| Value for price of recordkeeping services | 5 votes | ||
| Enrollment materials, support and processing | 4 votes | ||
| Fee structure for advisers | 3 votes | ||
| Financial education and wellness resources | 3 votes | ||
| Participant website and online tools | 3 votes | ||
| Quality and consistency of client service teams | 3 votes | ||
| Overall service to large plans (>$200M-$1B) | 2 votes | ||
| Overall service to micro plans (<$5M) | 2 votes | ||
| Plan design flexibility and customization | 2 votes | ||
| Plan sponsor website, analytics or reporting | 2 votes | ||
| Regulatory or compliance support and services | 2 votes | ||
| Web tools and functionality for advisers | 2 votes | ||