2016
PLANADVISER Retirement Plan Adviser Survey

• Story
• Survey Data
  • Top 20 fund families preferred by plan advisers*
  • Top criteria used in deciding which recordkeepers are appropriate for plan sponsor clients (360 responses)
  • Top-Rated Investment Firms (290 advisers voting)
  • Mutual funds most recommended by advisers for plan sponsors (286 advisers voting; 1,214 total votes)
  • Top-Rated Defined Contribution (DC) Providers
  • Retirement Plan Adviser Experience vs. Perception of Plan Providers*
  • Top criteria used to decide which funds are appropriate for plans
• Providers
  • ADP Retirement Services
  • American Funds Distributors
  • Ascensus
  • Bank of America Merrill Lynch
  • Charles Schwab
  • CUNA Mutual Group
  • Empower Retirement
  • Fidelity Investments
  • John Hancock Retirement Plan Services

  • Lincoln Financial
  • MassMutual Financial Group
  • Milliman, Inc.
  • Nationwide Financial
  • Newport Group
  • OneAmerica
  • Paychex
  • Principal Financial Group
  • Prudential Retirement

  • Securian Financial Group, Inc.
  • The Standard
  • TIAA
  • Transamerica Retirement Solutions
  • T. Rowe Price
  • VALIC
  • Vanguard
  • Voya Financial
  • Wells Fargo & Co.
• Methodology

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