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 ranked among the 3 highest-scoring providers in two or more of the product and service categories evaluated in the PLANADVISER Retirement Plan Adviser Survey.

The PLANADVISER Adviser Choice Awards recognize retirement specialist advisers’ favorite investment and recordkeeping providers.

The awards are given to those investment and recordkeeping providers who achieved the three highest scores in two or more of the product and/or service categories for which data was gathered in the most recent PLANADVISER Retirement Plan Adviser Survey. At the 2022 PLANADVISER Industry Leaders Awards ceremony, in New York City, 15 firms will be honored for their high-ranking performance in the 2019 and 2020 surveys, as follows:


Investments

BlackRock

Capital Group | American Funds

Fidelity Investments

J.P. Morgan Asset Management

T. Rowe Price

Vanguard



Recordkeeping

Ascensus

Alliance Benefit Group

Bank of America

Charles Schwab

Empower

Fidelity Investments

Lincoln Financial Group

Milliman, Inc.

Securian Financial

Vanguard

Voya Financial


For PLANADVISER Industry Leaders Awards sponsorship information, please contact Rob Reif. For general information, contact Carol Popkins.