Surveys

2017 PLANADVISER Adviser Value Survey

Lighting the Way: The value that advisers bring to retirement plans, particularly when it comes to plan design and oversight—such as the use of automatic features, an investment policy statement and quarterly investment reviews.

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PAST SURVEYS
  1. 2015
  2. 2014
  3. 2013

2018 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.

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PAST SURVEYS
  1. 2016
  2. 2015
  3. 2014

2018 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.

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PAST SURVEYS
  1. 2016
  2. 2015
  3. 2014

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%.

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