A Cogent Wealth Reports survey from Market Strategies International examines the role of advisors across all channels, with a particular focus on retirement plan specialists. The research was undertaken to assist plan providers and defined contribution (DC) investment managers to pinpoint competitive strengths and weaknesses in brand, loyalty and plan advisor experience metrics.

The web-based survey polled a nationally representative sample of advisors across the national wirehouse, region, independent, RIA and bank channels. In addition to channel, retirement plan advisors are evaluated by Heavy, Moderate and Light DC plan assets under management (AUM segments).