2015
Retirement Plan Adviser Survey

Arguably, retirement plan advisers have a better—or at least
a more comparative—perspective than their plan sponsor clients about the
relative strength of products and services offered by investment and
recordkeeping providers. After all, advisers can—and usually do—work with many
of them concurrently. The 2015 Retirement Plan Adviser Survey, our eighth,
endeavors to gain insight from the adviser community about how providers and
funds are selected, and which are the favorites each year.

Providers

Providers

ADP Retirement Services

Qualified plan adviser votes232
Overall perception among plan advisers
Very favorable16.8%
Somewhat favorable32.3%
Not favorable36.0%
No opinion14.9%
Plan adviser experience with provider
Worked with many times41.1%
Worked with a few times35.0%
Worked with once11.7%
Never worked with12.3%
Top 10 service categories
1  Overall service to micro plans15 votes
2  Adviser support post-sale8 votes
2  Value for price8 votes
4  Adviser sales/marketing support6 votes
4  Fee structure for advisers6 votes
6  Overall service to small plans5 votes
6  Plan sponsor support5 votes
8  Supporting materials4 votes
9  Participant education materials3 votes
9  Plan participant support3 votes