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.

Survey Data

Survey Data

Mutual funds most recommended by advisers for plan sponsors (183 advisers voting; 845 total votes)

Fund name#%
1 Vanguard S&P 500 Index5027%
2 Vanguard Target Retirement Funds2614%
3 T. Rowe Price Target Date Funds2514%
4 American Funds EuroPacific Growth1810%
5 J.P. Morgan Smart Retirement Funds179%
6 American Funds Target Date Funds148%
7 Metropolitan West Total Return Bond127%
8 American Century One Choice116%
8 American Funds Balanced Fund116%
10 T. Rowe Price Blue Chip Growth127%