RESEARCH |
2012
Retirement Plan Adviser Survey
Advisers pick their favorite providers in our 2012 Retirement Plan Adviser Survey <br /><br />
Reported by PLANADVISER
Survey Data
Top-Rated Investment Firms (184 advisers voting)
| No. | Adv support/value-added services | votes |
|---|---|---|
| 1 | BlackRock | 24 |
| 2 | J.P. Morgan | 16 |
| 3 | American Funds | 12 |
| 3 | John Hancock | 12 |
| 5 | Columbia | 8 |
| 5 | Franklin Templeton | 8 |
| 5 | Lord Abbett | 8 |
| No. | Participant education materials | votes |
| 1 | American Funds | 16 |
| 2 | Fidelity | 15 |
| 3 | BlackRock | 14 |
| 3 | John Hancock | 14 |
| 5 | Principal | 8 |
| No. | Plan participant support | votes |
| 1 | Fidelity | 20 |
| 3 | John Hancock | 16 |
| 3 | American Funds | 12 |
| 4 | Principal | 9 |
| 5 | BlackRock | 6 |
| No. | Plan sponsor education materials | votes |
| 1 | Fidelity | 20 |
| 2 | J.P. Morgan | 14 |
| 3 | John Hancock | 12 |
| 4 | American Funds | 8 |
| 4 | BlackRock | 8 |
| 4 | Principal | 8 |
| No. | Fund fact sheets | votes |
| 1 | American Funds | 21 |
| 2 | PIMCO | 13 |
| 3 | Fidelity | 9 |
| 4 | Vanguard | 8 |
| 5 | BlackRock | 7 |
| 5 | J.P. Morgan | 7 |
| No. | Quarterly evaluation materials | votes |
| 1 | Fidelity | 14 |
| 2 | John Hancock | 11 |
| 3 | PIMCO | 9 |
| 4 | J.P. Morgan | 8 |
| 5 | BlackRock | 7 |
| No. | Plan sponsor support | votes |
| 1 | Fidelity | 19 |
| 2 | John Hancock | 15 |
| 3 | J.P. Morgan | 8 |
| 4 | Principal | 7 |
| 5 | American Funds | 5 |
| 5 | BlackRock | 5 |
| 5 | Thornburg | 5 |
| 5 | Vanguard | 5 |
| No. | Investment value for price | votes |
| 1 | Vanguard | 58 |
| 2 | American Funds | 35 |
| 3 | T. Rowe Price | 10 |
| 4 | PIMCO | 8 |
| 5 | BlackRock | 3 |
| 5 | Dimensional Fund Advisors | 3 |
| 5 | INVESCO | 3 |
| 5 | RidgeWorth | 3 |
| No. | Reputation | votes |
| 1 | American Funds | 28 |
| 2 | Fidelity | 27 |
| 3 | Vanguard | 25 |
| 4 | PIMCO | 21 |
| 5 | BlackRock | 6 |
| No. | Supporting materials | votes |
| 1 | American Funds | 15 |
| 2 | Fidelity | 12 |
| 3 | John Hancock | 11 |
| 4 | BlackRock | 10 |
| 5 | Vanguard | 8 |
| No. | Wholesalers | votes |
| 1 | American Funds | 12 |
| 2 | BlackRock | 10 |
| 3 | PIMCO | 10 |
| 4 | Franklin Templeton | 9 |
| 5 | J.P. Morgan | 8 |