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

Paychex Inc.

Qualified plan adviser votes183
Overall perception among plan advisers
Very favorable2.2%
Somewhat favorable15.8%
Not favorable64.7%
No opinion17.3%
Plan adviser experience with provider
Worked with many times31.2%
Worked with a few times34.8%
Worked with once12.3%
Never worked with21.7%
Top 10 service categories
1  Overall service to micro plans3 votes