2022
PLANADVISER Retirement Plan Adviser Survey

The 2022 PLANADVISER Retirement Plan Adviser Survey was open for response in November and received 167 replies. Survey questions captured adviser insights about industry decision-drivers, as well as assessments of investment managers, mutual funds and defined contribution (DC) plan recordkeepers. Investment manager and mutual fund ratings were derived from feedback from advisers who were personally involved in the evaluation and recommendation of investment options. DC recordkeeper evaluations are based on responses from advisers who personally evaluate and recommend these providers for qualified plan clients. Top ranking lists reflect the percentage of respondents who, having worked with the recordkeeper multiple times, recognized them as having the “best service” in that category. Overall, advisers needed to have worked with a DC plan provider at least once to offer feedback on it. For more information and additional available research, please contact surveys@issmediasolutions.com.