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
Ascensus
| Qualified plan adviser votes | 38 |
| Overall Perception Among Qualified Advisers | |||
|---|---|---|---|
| Very favorable | 18% | ||
| Somewhat favorable | 47% | ||
| Not favorable | 34% | ||
| Plan Adviser Experience with Provider | |||
|---|---|---|---|
| Worked with many times | 29% | ||
| Worked with several times | 32% | ||
| Worked with a few times | 34% | ||
| Worked with once | 5% | ||
| Highest Rated Areas of Service | |||
|---|---|---|---|
| Overall service to micro plans (<$5M) | 9 votes | ||
| Value for price of recordkeeping services | 8 votes | ||
| Overall service to MEPs or PEPs | 5 votes | ||
| Plan sponsor website, analytics or reporting | 4 votes | ||
| Fee clarity, accounting, disclosure or benchmarking | 3 votes | ||
| Fee structure for advisers | 3 votes | ||
| Overall service to 403(b) plans | 3 votes | ||
| Overall service to NQDC plans | 3 votes | ||
| Overall service to small plans ($5M-$50M) | 3 votes | ||
| Plan design flexibility and customization | 3 votes | ||
| Quality and consistency of client service teams | 3 votes | ||
| Regulatory or compliance support and services | 3 votes | ||
| Web tools and functionality for advisers | 3 votes | ||