RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Survey Data
Top-Rated Investment Firms (226 advisers voting)
| Adv support/Value-added services | Votes |
|---|---|
| 1 J.P. Morgan | 38 |
| 2 BlackRock | 26 |
| 3 American Funds | 21 |
| 4 PIMCO/Allianz | 15 |
| 5 John Hancock | 11 |
| Participant education materials | Votes |
| 1 American Funds | 21 |
| 2 Fidelity Investments | 20 |
| 2 J.P. Morgan | 20 |
| 4 John Hancock | 19 |
| 5 Principal Financial Group | 11 |
| Plan participant support | Votes |
| 1 Fidelity Investments | 22 |
| 2 John Hancock | 19 |
| 3 American Funds | 13 |
| 4 Principal Financial Group | 12 |
| 5 J.P. Morgan | 10 |
| Plan sponsor education materials | Votes |
| 1 J.P. Morgan | 21 |
| 2 Fidelity Investments | 15 |
| 3 John Hancock | 13 |
| 4 American Funds | 12 |
| 5 Principal Financial Group | 11 |
| Investment value for price | Votes |
| 1 Vanguard | 73 |
| 2 American Funds | 40 |
| 3 BlackRock | 12 |
| 4 T. Rowe Price | 12 |
| 5 Dimensional Fund Advisors | 11 |
| Reputation | Votes |
| 1 Vanguard | 54 |
| 2 American Funds | 27 |
| 3 Fidelity Investments | 20 |
| 4 PIMCO/Allianz | 11 |
| 5 Principal Financial Group | 8 |
| Supporting materials | Votes |
| 1 J.P. Morgan | 17 |
| 2 American Funds | 16 |
| 3 John Hancock | 13 |
| 4 Fidelity Investments | 12 |
| 5 BlackRock | 10 |
| Wholesalers | Votes |
| 1 J.P. Morgan | 21 |
| 2 PIMCO/Allianz | 16 |
| 3 American Century | 11 |
| 3 BlackRock | 11 |
| 3 Fidelity Investments | 11 |
| Fund fact sheets | Votes |
| 1 American Funds | 22 |
| 2 BlackRock | 14 |
| 3 J.P. Morgan | 14 |
| 4 PIMCO/Allianz | 8 |
| 4 Vanguard | 8 |
| Quarterly evaluation materials | Votes |
| 1 J.P. Morgan | 22 |
| 2 American Funds | 11 |
| 3 John Hancock | 10 |
| 4 Fidelity Investments | 9 |
| 5 BlackRock | 9 |
| Plan sponsor support | Votes |
| 1 Fidelity Investments | 22 |
| 2 John Hancock | 19 |
| 3 American Funds | 13 |
| 4 Principal Financial Group | 12 |
| 5 J.P. Morgan | 10 |