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
Voya Financial
| Qualified plan adviser votes | 36 |
| Overall Perception Among Qualified Advisers | |||
|---|---|---|---|
| Very favorable | 17% | ||
| Somewhat favorable | 33% | ||
| Not favorable | 50% | ||
| Plan Adviser Experience with Provider | |||
|---|---|---|---|
| Worked with many times | 19% | ||
| Worked with several times | 17% | ||
| Worked with a few times | 25% | ||
| Worked with once | 39% | ||
| Highest Rated Areas of Service | |||
|---|---|---|---|
| Overall service to 403(b) plans | 6 votes | ||
| Overall service to 457 plans | 6 votes | ||
| Overall service to small plans ($5M-$50M) | 6 votes | ||
| Participant website and online tools | 5 votes | ||
| Adviser sales and marketing support | 4 votes | ||
| Web tools and functionality for advisers | 4 votes | ||
| Fee structure for advisers | 3 votes | ||
| Mobile apps and offerings | 3 votes | ||
| Overall service to NQDC plans | 3 votes | ||
| Plan design flexibility and customization | 3 votes | ||
| Value for price of recordkeeping services | 3 votes | ||