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
Capital Group, home of American Funds
| Qualified plan adviser votes | 31 |
| Overall Perception Among Qualified Advisers | |||
|---|---|---|---|
| Very favorable | 32% | ||
| Somewhat favorable | 23% | ||
| Not favorable | 45% | ||
| Plan Adviser Experience with Provider | |||
|---|---|---|---|
| Worked with many times | 16% | ||
| Worked with several times | 23% | ||
| Worked with a few times | 35% | ||
| Worked with once | 26% | ||
| Highest Rated Areas of Service | |||
|---|---|---|---|
| Overall service to micro plans (<$5M) | 4 votes | ||
| Financial education and wellness resources | 2 votes | ||
| Overall service to large plans (>$200M-$1B) | 2 votes | ||
| Overall service to small plans ($5M-$50M) | 2 votes | ||
| Adviser sales and marketing support | 1 vote | ||
| Enrollment materials, support and processing | 1 vote | ||
| Fee clarity, accounting, disclosure or benchmarking | 1 vote | ||
| Fee structure for advisers | 1 vote | ||
| Overall service to NQDC plans | 1 vote | ||
| Participant website and online tools | 1 vote | ||
| Quality and consistency of client service teams | 1 vote | ||
| Regulatory or compliance support and services | 1 vote | ||
| Statements | 1 vote | ||
| Web tools and functionality for advisers | 1 vote | ||