RESEARCH |
2015
Retirement Plan Adviser Survey
Arguably, retirement plan advisers have a better—or at least
a more comparative—perspective than their plan sponsor clients about the
relative strength of products and services offered by investment and
recordkeeping providers. After all, advisers can—and usually do—work with many
of them concurrently. The 2015 Retirement Plan Adviser Survey, our eighth,
endeavors to gain insight from the adviser community about how providers and
funds are selected, and which are the favorites each year.
Reported by PLANADVISER
| Art by Jillian Tamaki
Survey Data
Mutual funds most recommended by advisers for plan sponsors (183 advisers voting; 845 total votes)
Fund name | # | % |
---|---|---|
1 Vanguard S&P 500 Index | 50 | 27% |
2 Vanguard Target Retirement Funds | 26 | 14% |
3 T. Rowe Price Target Date Funds | 25 | 14% |
4 American Funds EuroPacific Growth | 18 | 10% |
5 J.P. Morgan Smart Retirement Funds | 17 | 9% |
6 American Funds Target Date Funds | 14 | 8% |
7 Metropolitan West Total Return Bond | 12 | 7% |
8 American Century One Choice | 11 | 6% |
8 American Funds Balanced Fund | 11 | 6% |
10 T. Rowe Price Blue Chip Growth | 12 | 7% |