Products

2016 Adviser Choice Awards

PLANADVISER announced the winners of the third annual Adviser Choice Awards, to be handed out at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner March 30.

By PLANADVISER staff editors@strategic-i.com | February 08, 2017

The Adviser Choice Awards recognize retirement specialist advisers’ most favored investment and recordkeeping providers.

Nine firms will be honored for their high-ranking performance in the annual PLANADVISER Retirement Plan Adviser Survey.

The firms receiving Adviser Choice Awards at the dinner are:

AmericanFunds (for investments)

Ascensus (for recordkeeping)

BlackRock (for investments)

Empower (for recordkeeping)

Fidelity (for recordkeeping and investments)

J.P. Morgan (for investments)

Principal  (for recordkeeping)

T. Rowe Price (for investments)

Vanguard (for recordkeeping and investments)

Close to 500 retirement plan advisers participated in the survey and provided their picks for their preferred fund families, investment firms, and defined contribution providers, as well as their most recommended mutual funds. The survey results were profiled in the September-October 2016 issue of PLANADVISER.

”Advisers’ opinions are a critical component of investment and plan provider service, and we want to make sure these opinions are heard,” said Alison Cooke Mintzer, editor-in-chief of PLANSPONSOR and PLANADVISER.

The companies will be recognized at the annual PLANSPONSOR/PLANADVISER Awards for Excellence. For more information about the dinner visit: http://www.plansponsor.com/events/pspaawards2017/