2017 Adviser Choice Awards

PLANADVISER has announced winners of the fourth annual Adviser Choice Awards, to be handed out at the PLANSPONSOR/PLANADVISER Excellence in Retirement Awards 2018 on March 29th.

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

Each year the awards are given to those investment and recordkeeping providers who received two or more top-three rankings in various product and service categories in the 2017 PLANADVISER Retirement Plan Adviser Survey.

At the 2018 PLANSPONSOR/PLANADVISER Excellence in Retirement Awards 2018 dinner event in New York, nine firms will be honored for their high-ranking performance in the survey, as follows:

American Funds (for investments)

Bank of America Merrill Lynch (for recordkeeping)

BlackRock (for investments)

Empower Retirement (for recordkeeping)

Fidelity Investments (for investments and recordkeeping)

J.P. Morgan (for investments)

Principal Financial Group  (for recordkeeping)

Transamerica Retirement Solutions (for recordkeeping)

Vanguard (for investments)


Find the winners of 2016 Adviser Choice Awards here.