2025 PLANADVISER Retirement Plan Adviser Survey

2025 PLANADVISER Retirement Plan Adviser Survey

The 2025 PLANADVISER Retirement Plan Adviser Survey is now available in PDF.

The survey received 158 responses to questions about those and other subjects, relating to preferences in mutual funds, target-date funds, investment managers and defined contribution plan recordkeepers.

Advisers were asked to choose an investment manager as “best overall,” based on their experience with regard to listed service criteria. They were also asked to select an “honorable mention” among investment managers they’ve worked with. A selection of “best overall” received one vote, and a selection as “honorable mention” received a half-vote, with vote totals determining the investment manager ranking in the survey results. Advisers were also asked to select their most preferred fund families or individual funds for recommending to retirement plan clients. The total votes of advisers determined the ranking of asset manager firms home to those preferred fund families or funds.

Survey Report Details

29 Pages in Total, PDF Format.

Additional Information

Reprinted from PLANADVISER November 2025. ©2006 – 2026. PLANADVISER is owned by ISS STOXX. All Rights Reserved. For Internal Use Only—Not For External Distribution. This document is not to be copied, distributed or reproduced in whole or in part, nor passed to any third party without additional permission/rights. For information, email reprints@issmediasolutions.com.