2026 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 ranked among 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 2026 PLANADVISER Industry Leader Awards dinner in New York City on May 14, we will honor 20 firms for their high-ranking performance in the annual survey:

For Excellence in Investments:

BlackRock

Capital Group, home of American Funds

Fidelity Investments

John Hancock Investment Management

J.P. Morgan Asset Management

PIMCO

Vanguard

For Excellence in Recordkeeping:

ADP Retirement Services

Ascensus

Bank of America

Capital Group, home of American Funds

Empower Retirement

Equitable

Fidelity Investments

Guideline

John Hancock Retirement Plan Services

Principal Financial Group

Schwab Workplace Services

The Standard

Transamerica Retirement Solutions

T. Rowe Price

Vanguard

Vestwell

Voya Financial

Adviser Choice Awards

Derived from the PLANADVISER Retirement Plan Adviser Survey

Recipients Announced: February, 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 general and sponsorship information, please contact Awards@ISSMediaSolutions.com.