2019 Adviser Choice Awards

PLANADVISER has announced winners of the sixth annual Adviser Choice Awards, to be handed out at the 2020 PLANSPONSOR + PLANADVISER Excellence in Retirement Awards on September 24th.

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 ranked among the 3 highest-scoring providers in two or more of the product and service categories evaluated in the 2019 PLANADVISER Retirement Plan Adviser Survey. At the 2022 PLANADVISER Industry Leaders Awards in New York City, fourteen firms will be honored for their high-ranking performance in the survey, as follows:


American Funds (from Capital Group)


Fidelity Investments

J.P. Morgan Asset Management

T. Rowe Price

The Vanguard Group



Bank of America

Charles Schwab

Empower Retirement

Fidelity Investments

Lincoln Financial Group

Milliman, Inc.

Securian Financial

The Vanguard Group

Voya Financial

Find the winners of 2018 Adviser Choice Awards here.