RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Survey Data
Top criteria used to decide which funds are appropriate for plans
| 1st | 2nd | 3rd | 4th | 5th | |
|---|---|---|---|---|---|
| Performance (one-year return) | 1.2% | 15.7% | 32.5% | 24.1% | 26.5% |
| Performance (five-year return) | 24.4% | 33.5% | 20.2% | 12.8% | 9.1% |
| Performance vs. benchmarks | 49.1% | 30.9% | 12.0% | 4.6% | 3.4% |
| Manager tenure | 4.7% | 22.3% | 25.1% | 30.2% | 17.7% |
| Brand | 2.4% | 3.6% | 12.0% | 30.1% | 51.8% |
| Style drift | 7.0% | 16.1% | 24.1% | 34.7% | 18.1% |
| Adviser support | 11.5% | 6.3% | 14.6% | 14.6% | 53.1% |
| Supporting materials | 3.2% | 3.2% | 17.5% | 22.2% | 54.0% |
| Fee structure for adviser | 0.0% | 10.8% | 10.8% | 21.6% | 56.8% |
| Fee structure for plan | 21.5% | 20.4% | 26.5% | 19.4% | 12.2% |
| Plan demographics | 23.6% | 10.9% | 20.6% | 22.4% | 22.4% |