RESEARCH | October 12, 2018

2018
PLANADVISER Retirement Plan Adviser Survey

Reported by PLANADVISER | Art by Muhammad Mustafa

Survey Data

Adv Support/Value-Added Services	Votes
1 J.P. Morgan	21
2 American Funds	18
3 BlackRock	16
4 American Century	9
5 Legg Mason	8
Fund Fact Sheets	Votes
1 American Funds	27
2 Vanguard	13
3 Fidelity	6
3 Legg Mason	6
3 T. Rowe Price	6
Investment Value for Price	Votes
1 Vanguard	59
2 American Funds	37
3 BlackRock	13
4 T. Rowe Price	9
5 Fidelity Investments	7
Participant Educational Materials	Votes
1 Fidelity Investments	23
2 American Funds	18
3 BlackRock	12
4 T. Rowe Price	11
5 John Hancock	9
5 J.P. Morgan	9
Plan Participant Support	Votes
1 Fidelity Investments	30
2 American Funds	14
3 BlackRock	8
4 T. Rowe Price	7
5 Principal	6
Plan Sponsor Educational Materials	Votes
1 Fidelity Investments	24
2 J.P. Morgan	16
3 T. Rowe Price	7
4 Federated Investors	6
4 Invesco	6
Reputation	Votes
1 Vanguard	57
2 American Funds	30
3 T. Rowe Price	18
4 Fidelity Investments	17
5 BlackRock	7
Supporting Materials*	Votes
1 American Funds	23
2 Fidelity Investments	15
3 J.P. Morgan	14
4 Vanguard	8
Wholesalers	Votes
1 American Century	17
2 J.P. Morgan	14
3 American Funds	13
4 BlackRock	11
5 Fidelity Investments	9
Plan Sponsor Support	Votes
1 Fidelity Investments	20
2 BlackRock	11
3 J.P. Morgan	8
4 American Century	7
4 T. Rowe Price	7
Quarterly Evaluation Materials	Votes
1 J.P. Morgan	20
2 American Funds	12
3 Fidelity Investments	11
4 Invesco	5
4 Janus Henderson	5
4 PIMCO	5
4 Voya	5

*Only four firms received five or more votes