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
Empower Retirement
| Qualified plan adviser votes | 51 |
| Overall Perception Among Qualified Advisers | |||
|---|---|---|---|
| Very favorable | 35% | ||
| Somewhat favorable | 33% | ||
| Not favorable | 31% | ||
| Plan Adviser Experience with Provider | |||
|---|---|---|---|
| Worked with many times | 37% | ||
| Worked with several times | 24% | ||
| Worked with a few times | 29% | ||
| Worked with once | 10% | ||
| Highest Rated Areas of Service | |||
|---|---|---|---|
| Overall service to small plans ($5M-$50M) | 12 votes | ||
| Enrollment materials, support and processing | 11 votes | ||
| Mobile apps and offerings | 11 votes | ||
| Overall service to 457 plans | 10 votes | ||
| Participant website and online tools | 10 votes | ||
| Plan sponsor website, analytics or reporting | 10 votes | ||
| Web tools and functionality for advisers | 10 votes | ||
| Financial education and wellness resources | 9 votes | ||
| Statements | 8 votes | ||
| Fee clarity, accounting, disclosure or benchmarking | 7 votes | ||
| Fee structure for advisers | 7 votes | ||
| Overall service to 403(b) plans | 7 votes | ||
| Overall service to large plans (>$200M-$1B) | 7 votes | ||
| Overall service to mid-size plans ( >$50M-$200M) | 7 votes | ||