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
Providers
List of Providers
- ADP Retirement Services
- American Funds Distributors Inc.
- Ascensus
- Bank of America Merrill Lynch
- Charles Schwab
- CUNA Mutual Group
- Empower Retirement
- Fidelity Investments
- Guardian Retirement Services
- John Hancock Retirement Plan Services
- Lincoln Financial Group
- MassMutual Financial Group
- Nationwide Financial
- The Newport Group