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Responses from 86 asset owners
Published October-November 2021
plans with $5 million or less in plan assets—
The 2023 Asset Owner IIA Winner hi-res logo for Health Care Plans
Some new client restrictions may apply
2023 PLANADVISER Retirement Plan Adviser Survey BIC DC Standouts Responses from 86 asset owners2023 PLANADVISER Retirement Plan Adviser Survey The 2023 PLANADVISER Retirement Plan Adviser Survey is now available in PDF. Our 2023 Retirement Plan Adviser Survey sheds light on the criteria that advisers put first in fund and recordkeeper selection; reveals what companies advisers most like to work with; and highlights trends that may shape the industry in the years ahead. The 2023 survey found that advisers remain focused primarily on price and
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