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

American Funds Distributors Inc.

Qualified plan adviser votes206
Overall perception among plan advisers
Very favorable32.2%
Somewhat favorable36.9%
Not favorable14.8%
No opinion15.4%
Plan adviser experience with provider
Worked with many times40.7%
Worked with a few times35.2%
Worked with once11.7%
Never worked with12.4%
Top 10 service categories
1  Overall service to micro plans14 votes
2  Adviser sales/marketing support10 votes
3  Adviser support post-sale7 votes
4  Value for price5 votes
4  Wholesalers5 votes
4  Reputation5 votes
7  Overall service to small plans4 votes
7  Participant education materials4 votes
9  Plan participant support3 votes
9  Plan sponsor education materials3 votes