2025 PLANADVISER Adviser Value Survey

Greater Insight: Plans with advisers receive value beyond advice.

2024 PLANADVISER DCIO Survey

The reach of defined contribution investment only marketplace—and how industry insiders expect intermediaries to expand the current concentration of assets among a few DCIO providers to competing investment firms.

2020 PLANADVISER Micro Plan Survey

A look at the many services that retirement plan advisers provide to micro plans, i.e. those with less than $5 million in assets, particularly review of fund performance and plan investment selection guidance.

2015 Participant Survey

An examination of where participants stand; 40% of all respondents to the 2014 survey reported being either “confident” or “very confident” of achieving their retirement savings goals by age 65, but this year that number dropped to 35%.

2017 PLANSONSOR Target-Date Fund Buyer's Guide

Our guide to the size, scope and design of target-date fund options, and a look at how TDF managers continue to evolve their thinking and underlying allocations.

2020 PLANADVISER Practice Benchmarking Survey

Our definitive annual report on how retirement plan advisers run their practices, particularly with respect to recommending funds, providing individual advice to plan participants and serving as a fiduciary.

2020 PLANADVISER Recordkeeper Services Survey

Thorough Analysis: Recordkeepers' consistent evolution has led them to offer a wide range of investments, technology and servicing options today.

2024 PLANADVISER Retirement Plan Adviser Survey

The Retirement Plan Adviser Survey sheds light on the criteria that advisers prioritize in fund and recordkeeper selection and reveals which companies advisers most like to work with.

2021 PLANADVISER Small-Plan Services Survey