2017
PLANADVISER Practice Benchmarking Survey
Our definitive annual report on how retirement plan advisers run their practices
Methodology
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 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 2017 PLANADVISER Retirement Plan Adviser Survey in our September/October issue. At the close of the survey, 337 complete responses had been received from retirement plan advisers. For more information and for additional research available, please contact surveys@strategic-i.com.