RESEARCH |
2024
PLANADVISER Retirement Plan Adviser Survey
The 2024 Retirement Plan Adviser Survey sheds light on the criteria that advisers prioritize in fund and recordkeeper selection and reveals which companies advisers most like to work with.
Reported by PLANADVISER
Providers
Fidelity Investments
| Qualified plan adviser votes | 58 |
| Overall Perception Among Qualified Advisers | |||
|---|---|---|---|
| Very favorable | 55% | ||
| Somewhat favorable | 28% | ||
| Not favorable | 17% | ||
| Plan Adviser Experience with Provider | |||
|---|---|---|---|
| Worked with many times | 47% | ||
| Worked with several times | 17% | ||
| Worked with a few times | 17% | ||
| Worked with once | 20% | ||
| Highest Rated Areas of Service | |||
|---|---|---|---|
| Overall service to midsize plans (>$50mm – $200mm) | 20 votes | ||
| Mobile apps and offerings | 19 votes | ||
| Overall service to large plans (>$200mm – $1b) | 17 votes | ||
| Financial education and wellness resources | 16 votes | ||
| Overall service to mega plans (>$1b) | 16 votes | ||
| Fee clarity, accounting, disclosure or benchmarking | 15 votes | ||
| Participant call centers and phone support | 15 votes | ||
| Participant website and online tools | 15 votes | ||
| Statements | 14 votes | ||
| Plan sponsor website, analytics or reporting | 13 votes | ||
| Quality and consistency of client service teams | 13 votes | ||
| Regulatory or compliance support and services | 13 votes | ||
| Web tools and functionality for advisers | 13 votes | ||