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Responses from 86 asset owners
PLANSPONSOR January/February 2025 – Table of Contents
33 Pages in Total
The 2024 PLANSPONSOR DC Standout Gold: Plan Assets <$5MM
with over 2
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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