RESEARCH |
2015
Retirement Plan Adviser Survey
Arguably, retirement plan advisers have a better—or at least
a more comparative—perspective than their plan sponsor clients about the
relative strength of products and services offered by investment and
recordkeeping providers. After all, advisers can—and usually do—work with many
of them concurrently. The 2015 Retirement Plan Adviser Survey, our eighth,
endeavors to gain insight from the adviser community about how providers and
funds are selected, and which are the favorites each year.
Reported by PLANADVISER
| Art by Jillian Tamaki
Survey Data
Top-Rated Investment Firms (136 advisers voting)
Adv support/Value-added services | Votes |
---|---|
1 J.P. Morgan | 34 |
2 BlackRock | 14 |
3 Fidelity | 9 |
3 Invesco | 9 |
5 American Century | 6 |
Plan participant support | Votes |
1 Fidelity | 17 |
2 J.P. Morgan | 11 |
3 American Funds | 7 |
3 Principal | 7 |
5 BlackRock | 6 |
Reputation | Votes |
1 Vanguard | 64 |
2 American Funds | 14 |
2 Fidelity | 14 |
4 J.P. Morgan | 7 |
5 BlackRock | 5 |
5 T.Rowe Price | 5 |
Plan sponsor education materials | Votes |
1 J.P. Morgan | 17 |
2 Fidelity | 12 |
3 American Funds | 5 |
3 State Street Global Advisors | 5 |
3 Vanguard | 5 |
Supporting materials | Votes |
1 J.P. Morgan | 15 |
2 Vanguard | 12 |
3 Fidelity | 10 |
4 BlackRock | 6 |
5 American Funds | 4 |
5 Empower | 4 |
Wholesalers | Votes |
1 J.P. Morgan | 23 |
2 Fidelity | 14 |
3 American Funds | 10 |
4 American Century | 9 |
5 BlackRock | 8 |
Fund fact sheets | Votes |
1 J.P. Morgan | 13 |
2 Vanguard | 11 |
3 American Funds | 9 |
4 MFS | 7 |
5 T.Rowe Price | 6 |
Participant education materials | Votes |
1 J.P. Morgan | 15 |
2 American Funds | 13 |
3 Fidelity | 9 |
4 Principal | 7 |
5 BlackRock | 6 |
Quarterly evaluation materials | Votes |
1 J.P. Morgan | 17 |
2 Fidelity | 12 |
3 American Funds | 11 |
4 Empower | 4 |
5 Dimensional Fund Advisors | 3 |
Plan sponsor support | Votes |
1 Fidelity | 14 |
2 J.P. Morgan | 11 |
3 BlackRock | 7 |
4 State Street Global Advisors | 5 |
5 American Funds | 4 |
Value for price | Votes |
1 Vanguard | 63 |
2 American Funds | 18 |
3 Dimensional Fund Advisors | 9 |
3 BlackRock | 9 |
5 T. Rowe Price | 8 |