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

CUNA Mutual Group

Qualified plan adviser votes122
Overall perception among plan advisers
Very favorable9.7%
Somewhat favorable26.5%
Not favorable17.7%
No opinion42.5%
Plan adviser experience with provider
Worked with many times9.1%
Worked with a few times19.1%
Worked with once20.9%
Never worked with50.9%
Top 10 service categories
1  Overall service to micro plans4 votes
2  Adviser support post-sale3 votes
2  Value-added adviser services3 votes
4  Overall service to small plans2 votes
5  Fee structure for advisers1 vote
5  Adviser sales/marketing support1 vote
5  Plan participant support1 vote
5  Wholesalers1 vote