RESEARCH | October 21, 2019

2019
PLANADVISER Retirement Plan Adviser Survey

Reported by PLANADVISER | Art by Harry Campbell

Survey Data

Adviser Services and Support	Votes
1 American Funds	51
2 J.P. Morgan	49
3 Fidelity Investments	33
3 T. Rowe Price	33
5 BlackRock	25
Fund Fact Sheets	Votes
1 American Funds	61
2 Fidelity Investments	34
3 Vanguard	28
4 T. Rowe Price	27
5 J.P. Morgan	23
Investment Value for Price	Votes
1 Vanguard	144
2 American Funds	104
3 Fidelity Investments	56
4 BlackRock	22
5 DFA; T.Rowe Price; Nuveen/TIAA^*	8
Participant Educational Materials	Votes
1 Fidelity Investments	65
2 J.P. Morgan	37
3 American Funds	33
4 Principal	26
5 BlackRock	23
Plan Participant Support	Votes
1 Fidelity Investments	81
2 American Funds	30
3 BlackRock	26
4 Principal	25
5 J.P. Morgan	23
Plan Sponsor Educational Materials	Votes
1 Fidelity Investments	60
2 J.P. Morgan	53
3 Vanguard	21
4 American Funds	20
5 American Century	19
Reputation	Votes
1 Vanguard	116
2 American Funds	91
3 Fidelity Investments	64
4 J.P. Morgan	26
5 BlackRock	25
Plan Sponsor Support	Votes
1 Fidelity Investments	79
2 J.P. Morgan	26
3 American Funds	21
3 Principal	21
5 T. Rowe Price	16
Wholesaler Knowledge	Votes
1 Fidelity Investments	43
2 American Funds	35
3 BlackRock	28
4 J.P. Morgan	25
4 PIMCO	25
Quarterly Evaluation Materials	Votes
1 J.P. Morgan	73
2 American Funds	40
3 Fidelity Investments	31
4 T. Rowe Price	16
4 Vanguard	16
Practice Management Ideas/Tools	Votes
1 Fidelity Investments	54
2 J.P. Morgan	39
3 MFS	36
4 Invesco	23
5 American Funds	19
Industry Insight and Analysis	Votes
1 J.P. Morgan	112
2 Fidelity Investments	63
3 American Funds	31
4 BlackRock	20
4 Vanguard	20

*Dimensional Fund Advisors (DFA), T. Rowe Price and Nuveen/TIAA are tied at #5.