2018 Adviser Choice Awards

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 PLANADVISER Retirement Plan Adviser Survey.

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:



Investments

American Funds (from Capital Group)

BlackRock

Fidelity Investments

J.P. Morgan Asset Management

T. Rowe Price

The Vanguard Group



Recordkeeping

Ascensus

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.