RESEARCH |
2017
PLANADVISER Retirement Plan Adviser Survey
When choosing recordkeepers and investment managers, advisers focus on their preferred firms
Reported by PLANADVISER
| Art by Red Nose Studio
Survey Data
Top-Rated Investment Firms (150 advisers voting)
| Adv Support/Value-Added Services | Votes |
|---|---|
| 1 J.P. Morgan | 21 |
| 2 BlackRock | 15 |
| 3 American Funds | 13 |
| 4 Invesco | 11 |
| 5 Legg Mason | 7 |
| Fund Fact Sheets | Votes |
| 1 American Funds | 21 |
| 2 Vanguard | 16 |
| 3 BlackRock | 11 |
| 4 J.P. Morgan | 10 |
| 5 Fidelity | 7 |
| Investment Value for Price | Votes |
| 1 Vanguard | 58 |
| 2 American Funds | 46 |
| 3 BlackRock | 15 |
| 4 T. Rowe Price | 4 |
| 5 Dimensional Fund Advisors | 3 |
| Participant Educational Materials | Votes |
| 1 American Funds | 18 |
| 1 J.P. Morgan | 18 |
| 3 Fidelity | 16 |
| 4 Vanguard | 8 |
| 5 BlackRock | 7 |
| 5 Principal | 7 |
| Plan Participant Support | Votes |
| 1 Fidelity | 22 |
| 2 American Funds | 11 |
| 2 J.P. Morgan | 11 |
| 2 Principal | 11 |
| 5 T. Rowe Price | 7 |
| Plan Sponsor Educational Materials | Votes |
| 1 J.P. Morgan | 20 |
| 2 Fidelity | 19 |
| 3 American Funds | 9 |
| 3 BlackRock | 9 |
| 3 Vanguard | 9 |
| Reputation | Votes |
| 1 Vanguard | 52 |
| 2 American Funds | 24 |
| 3 Fidelity | 19 |
| 4 BlackRock | 6 |
| 4 T. Rowe Price | 6 |
| Supporting Materials | Votes |
| 1 American Funds | 24 |
| 2 J.P. Morgan | 15 |
| 3 BlackRock | 11 |
| 4 Vanguard | 9 |
| 5 Fidelity | 7 |
| Wholesalers | Votes |
| 1 BlackRock | 18 |
| 2 J.P. Morgan | 15 |
| 3 American Funds | 13 |
| 4 American Century | 9 |
| 5 Oppenheimer Funds | 8 |
| Plan Sponsor Support | Votes |
| 1 Fidelity | 17 |
| 2 American Funds | 12 |
| 3 Principal | 10 |
| 4 BlackRock | 9 |
| 5 Empower | 8 |
| 5 Vanguard | 8 |
| Quarterly Evaluation Materials | Votes |
| 1 J.P. Morgan | 19 |
| 2 Fidelity | 18 |
| 3 American Funds | 8 |
| 4 Empower | 7 |
| 4 Vanguard | 7 |