RESEARCH | October 21, 2019 2019 PLANADVISER Retirement Plan Adviser Survey Reported by PLANADVISER | Art by Harry Campbell Providers Navigation StorySurvey DataTop Criteria Used to Decide Which Funds Are Appropriate for PlansTop 20 Fund Families Preferred by Plan Advisers*Mutual Funds Advisers Most Often Recommend to Plan SponsorsTop Criteria Used to Decide Which Recordkeepers Are Appropriate for Plans Top-Rated Investment Firms Top-Rated Defined Contribution Plan ProvidersRetirement Plan Adviser Experience With vs. Perception of Plan Providers*ProvidersADP Retirement ServicesAIG Retirement Services American Funds AscensusBank of America Charles SchwabCUNA Mutual Retirement SolutionsEmpower RetirementFidelity InvestmentsJohn Hancock Lincoln Financial GroupMassMutual Milliman, Inc.Nationwide Newport GroupOneAmericaPaychexPrincipal Financial GroupPrudential RetirementSecurian FinancialThe StandardTIAATransamerica Retirement SolutionsT. Rowe PriceThe Vanguard Group, Inc.Voya FinancialWells Fargo Methodology Select a year 2023 2022 2020 2019 2018 2017 2016 2015 2014 2013 2012 PURCHASE REPRINTWANT MORE INFO? Providers List of ProvidersADP Retirement ServicesAIG Retirement Services American Funds AscensusBank of America Charles SchwabCUNA Mutual Retirement SolutionsEmpower RetirementFidelity InvestmentsJohn Hancock Lincoln Financial GroupMassMutual Milliman, Inc.Nationwide Newport GroupOneAmericaPaychexPrincipal Financial GroupPrudential RetirementSecurian FinancialThe StandardTIAATransamerica Retirement SolutionsT. Rowe PriceThe Vanguard Group, Inc.Voya FinancialWells Fargo