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
Vanguard
| Qualified plan adviser votes | 29 |
| Overall Perception Among Qualified Advisers | |||
|---|---|---|---|
| Very favorable | 24% | ||
| Somewhat favorable | 48% | ||
| Not favorable | 28% | ||
| Plan Adviser Experience with Provider | |||
|---|---|---|---|
| Worked with many times | 17% | ||
| Worked with several times | 14% | ||
| Worked with a few times | 45% | ||
| Worked with once | 24% | ||
| Highest Rated Areas of Service | |||
|---|---|---|---|
| Fee clarity, accounting, disclosure or benchmarking | 2 votes | ||
| Mobile apps and offerings | 2 votes | ||
| Overall service to micro plans (<$5M) | 2 votes | ||
| Participant call centers and phone support | 2 votes | ||
| Participant website and online tools | 2 votes | ||
| Value for price of recordkeeping services | 2 votes | ||
| Financial education and wellness resources | 1 vote | ||
| Overall service to 403(b) plans | 1 vote | ||
| Overall service to mid-size plans ( >$50M-$200M) | 1 vote | ||
| Overall service to NQDC plans | 1 vote | ||
| Plan design flexibility and customization | 1 vote | ||