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
John Hancock Retirement Plan Services
| Qualified plan adviser votes | 37 |
| Overall Perception Among Qualified Advisers | |||
|---|---|---|---|
| Very favorable | 27% | ||
| Somewhat favorable | 41% | ||
| Not favorable | 32% | ||
| Plan Adviser Experience with Provider | |||
|---|---|---|---|
| Worked with many times | 24% | ||
| Worked with several times | 22% | ||
| Worked with a few times | 27% | ||
| Worked with once | 27% | ||
| Highest Rated Areas of Service | |||
|---|---|---|---|
| Overall service to micro plans (<$5M) | 6 votes | ||
| Plan design flexibility and customization | 5 votes | ||
| Financial education and wellness resources | 4 votes | ||
| Overall service to small plans ($5M-$50M) | 4 votes | ||
| Statements | 4 votes | ||
| Value for price of recordkeeping services | 4 votes | ||
| Adviser sales and marketing support | 3 votes | ||
| Enrollment materials, support and processing | 3 votes | ||
| Participant call centers and phone support | 3 votes | ||
| Quality and consistency of client service teams | 3 votes | ||