RESEARCH |
2016
PLANADVISER Retirement Plan Adviser Survey
Advisers assess investment managers and recordkeepers
Reported by PLANADVISER
| Art by David Jien
Survey Data
Top-Rated Investment Firms (290 advisers voting)
| Adv Support/Value-Added Services | Votes |
|---|---|
| 1 J.P. Morgan | 46 |
| 2 American Funds | 26 |
| 3 Fidelity | 25 |
| 4 BlackRock | 23 |
| 5 Invesco | 18 |
| Fund Fact Sheets | Votes |
| 1 American Funds | 38 |
| 2 J.P. Morgan | 14 |
| 3 BlackRock | 13 |
| 4 Vanguard | 12 |
| 4 Fidelity | 12 |
| Value for Price | Votes |
| 1 Vanguard | 109 |
| 2 American Funds | 64 |
| 3 BlackRock | 13 |
| 4 T. Rowe Price | 12 |
| 5 MFS | 6 |
| Participant Educational Materials | Votes |
| 1 Fidelity | 36 |
| 2 J.P. Morgan | 31 |
| 3 American Funds | 21 |
| 4 BlackRock | 20 |
| 5 Vanguard | 10 |
| Plan Participant Support | Votes |
| 1 Fidelity | 36 |
| 2 American Funds | 15 |
| 3 J.P. Morgan | 15 |
| 4 Principal | 12 |
| 5 BlackRock | 11 |
| Plan Sponsor Educational Materials | Votes |
| 1 Fidelity | 31 |
| 2 J.P. Morgan | 23 |
| 3 American Funds | 14 |
| 4 BlackRock | 13 |
| 4 T. Rowe Price | 13 |
| Reputation | Votes |
| 1 Vanguard | 93 |
| 2 American Funds | 41 |
| 3 Fidelity | 34 |
| 4 BlackRock | 14 |
| 5 T. Rowe Price | 11 |
| Supporting Materials | Votes |
| 1 American Funds | 27 |
| 2 J.P. Morgan | 27 |
| 3 Fidelity | 24 |
| 4 BlackRock | 13 |
| 5 Vanguard | 10 |
| Wholesalers | Votes |
| 1 J.P. Morgan | 29 |
| 2 Fidelity | 23 |
| 3 American Funds | 22 |
| 4 BlackRock | 21 |
| 5 MFS | 17 |
| 5 American Century | 17 |
| Plan Sponsor Support | Votes |
| 1 Fidelity | 28 |
| 2 Principal | 13 |
| 3 J.P. Morgan | 11 |
| 4 American Funds | 10 |
| 4 BlackRock | 10 |
| 4 Vanguard | 10 |
| Quarterly Evaluation Materials | Votes |
| 1 J.P. Morgan | 29 |
| 2 American Funds | 25 |
| 3 Fidelity | 21 |
| 4 Prudential | 12 |
| 4 Vanguard | 12 |