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

Top-Rated Investment Firms (136 advisers voting)

Adv support/Value-added servicesVotes
1 J.P. Morgan34
2 BlackRock14
3 Fidelity9
3 Invesco9
5 American Century6
Plan participant supportVotes
1 Fidelity17
2 J.P. Morgan11
3 American Funds7
3 Principal7
5 BlackRock6
ReputationVotes
1 Vanguard64
2 American Funds14
2 Fidelity14
4 J.P. Morgan7
5 BlackRock5
5 T.Rowe Price5
Plan sponsor education materialsVotes
1 J.P. Morgan17
2 Fidelity12
3 American Funds5
3 State Street Global Advisors5
3 Vanguard5
Supporting materialsVotes
1 J.P. Morgan15
2 Vanguard12
3 Fidelity10
4 BlackRock6
5 American Funds4
5 Empower4
WholesalersVotes
1 J.P. Morgan23
2 Fidelity14
3 American Funds10
4 American Century9
5 BlackRock8
Fund fact sheetsVotes
1 J.P. Morgan13
2 Vanguard11
3 American Funds9
4 MFS7
5 T.Rowe Price6
Participant education materialsVotes
1 J.P. Morgan15
2 American Funds13
3 Fidelity9
4 Principal7
5 BlackRock6
Quarterly evaluation materialsVotes
1 J.P. Morgan17
2 Fidelity12
3 American Funds11
4 Empower4
5 Dimensional Fund Advisors3
Plan sponsor supportVotes
1 Fidelity14
2 J.P. Morgan11
3 BlackRock7
4 State Street Global Advisors5
5 American Funds4
Value for priceVotes
1 Vanguard63
2 American Funds18
3 Dimensional Fund Advisors9
3 BlackRock9
5 T. Rowe Price8