2013
PLANADVISER Retirement Plan Adviser Survey

• Story
• Survey Data
  • Top criteria used to decide which funds are appropriate for plans
  • Top 20 fund families preferred by plan advisers*
  • Top criteria used in deciding which recordkeepers are appropriate for plan sponsor clients (395 responses)
  • Top-Rated Investment Firms (226 advisers voting)
  • Mutual funds most recommended by advisers for plan sponsors (up to five funds could be chosen— 254 advisers voting; 1,143 total votes)
  • Top-Rated Defined Contribution (DC) Providers*
• Providers
  • ADP Retirement Services
  • American Funds Distributors Inc.
  • Aon Hewitt
  • Ascensus
  • Bank of America Merrill Lynch
  • BMO Institutional Trust Services
  • Charles Schwab
  • CPI Qualified Plan Consultants Inc.
  • Fidelity Investments
  • Great-West Retirement Services
  • Guardian Retirement Services
  • ING U.S. Retirement

  • John Hancock Retirement Plan services
  • J.P. Morgan Retirement Plan Services
  • Lincoln Financial Group
  • MassMutual Financial Group
  • Mercer
  • Milliman Inc.
  • Nationwide Financial
  • The Newport Group
  • New York Life Retirement Plan Services
  • The OneAmerica Companies
  • Paychex Inc.
  • Principal Financial Group

  • Prudential Retirement
  • Putnam Investments
  • Securian Financial Group Inc.
  • The Standard
  • TIAA-CREF
  • Transamerica Retirement Solutions
  • T. Rowe Price
  • VALIC
  • Vanguard
  • Wells Fargo
• Methodology

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