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
Fidelity Investments
| Qualified plan adviser votes | 44 |
| Overall Perception Among Qualified Advisers | |||
|---|---|---|---|
| Very favorable | 52% | ||
| Somewhat favorable | 27% | ||
| Not favorable | 20% | ||
| Plan Adviser Experience with Provider | |||
|---|---|---|---|
| Worked with many times | 23% | ||
| Worked with several times | 25% | ||
| Worked with a few times | 43% | ||
| Worked with once | 9% | ||
| Highest Rated Areas of Service | |||
|---|---|---|---|
| Overall service to mega plans (>$1B) | 14 votes | ||
| Overall service to mid-size plans ( >$50M-$200M) | 13 votes | ||
| Mobile apps and offerings | 12 votes | ||
| Overall service to large plans (>$200M-$1B) | 12 votes | ||
| Participant website and online tools | 12 votes | ||
| Statements | 10 votes | ||
| Overall service to small plans ($5M-$50M) | 8 votes | ||
| Participant call centers and phone support | 8 votes | ||
| Adviser sales and marketing support | 7 votes | ||
| Financial education and wellness resources | 7 votes | ||
| Plan sponsor website, analytics or reporting | 7 votes | ||