2025 PLANADVISER Adviser Choice Awards

Each year, the PLANADVISER Adviser Choice Awards recognize retirement plan advisers’ favorite investment product and recordkeeping service providers.

Awards go to those providers that achieved the five highest scores in at least two of the product and/or service categories for which we gathered data in the latest PLANADVISER Retirement Plan Adviser Survey.

At the 2025 PLANADVISER Industry Leader Awards dinner, in New York City, May 15, we will honor 16 firms for their high-ranking performance in the 2024 survey:

For Excellence in Investments:

BlackRock

Capital Group, home of American Funds

Fidelity Investments

Invesco

John Hancock Investment Management

J.P. Morgan Asset Management

MFS Investment Management

Principal Global Investors

T. Rowe Price

Vanguard

For Excellence in Recordkeeping:

ADP Retirement Services

Ameritas

Ascensus

Capital Group, home of American Funds

Empower

Fidelity Investments

John Hancock Retirement Plan Services

Principal Financial Group

Transamerica Retirement Solutions

T. Rowe Price

Voya Financial

Adviser Choice Awards

Derived from the PLANADVISER Retirement Plan Adviser Survey

Recipients Announced: April, honored at the Industry Leader Awards following the Advisers in Conversation event in May.

To receive invitations and reminders for the PLANADVISER Adviser Choice Awards, click here.

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