2018
PLANADVISER Retirement Plan Adviser Survey

• Story
• Survey Data
  • Top Criteria Used to Decide Which Funds Are Appropriate for Plans
  • Top 20 Fund Families Preferred by Plan Advisers*
  • Mutual Funds Advisers Most Often Recommend to Plan Sponsors (168 advisers voting; 773 total votes)
  • Top Criteria Used to Decide Which Recordkeepers Are Appropriate for Plans
  • Top-Rated Investment Firms (150 advisers voting)
  • Top-Rated Defined Contribution Plan Providers
  • Retirement Plan Adviser Experience With vs. Perception of Plan Providers*
• Providers
  • ADP Retirement Services
  • American Funds Distributors
  • Ascensus
  • Bank of America Merrill Lynch
  • Charles Schwab
  • Empower Retirement
  • Fidelity Investments
  • John Hancock Retirement Plan Services

  • Lincoln Financial Group
  • MassMutual Financial Group
  • Nationwide Financial
  • Newport Group
  • OneAmerica
  • Paychex
  • Principal Financial Group
  • Prudential Retirement

  • The Standard
  • TIAA
  • Transamerica Retirement Solutions
  • T. Rowe Price
  • Vanguard
  • Voya Financial
  • Wells Fargo & Co.
• Methodology

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