2016
PLANADVISER Practice Benchmarking Survey
The 2016 PLANADVISER Practice Benchmarking Survey gives you a guidepost to see how you compare with your peers.
Methodology
In September, approximately 15,000 subscribers to PLANADVISER were asked to respond to a 37-question survey, developed by the PLANADVISER editorial and research teams. Survey questions pertained to size and scope of the advisers’ qualified plan business, practice management, compensation and client services, as well as their assessments of investment managers, mutual funds and defined contribution (DC) providers. The provider assessment results appeared in the Retirement Plan Adviser Survey in the September/October issue. At the close of the survey, 613 complete responses had been received from retirement plan advisers. 2016 results for each category are rounded to the nearest percentage; the year-over-year change column is calculated based on unrounded actual results. For more information and for additional research available, please contact surveys@strategic-i.com.