RESEARCH | September 27, 2017 2017 PLANADVISER Retirement Plan Adviser Survey When choosing recordkeepers and investment managers, advisers focus on their preferred firms Reported by PLANADVISER | Art by Red Nose Studio Survey Data Navigation StorySurvey DataTop 20 Fund Families Preferred by Plan Advisers*Mutual Funds Advisers Most Often Recommend to Plan Sponsors (172 advisers voting; 799 total votes)Top Criteria Used to Decide Which Recordkeepers Are Appropriate for Plans Top-Rated Investment Firms (150 advisers voting)Top-Rated Defined Contribution (DC) ProvidersRetirement Plan Adviser Experience vs. Perception of Plan Providers*Top Criteria Used to Decide Which Funds Are Appropriate for PlansProvidersADP Retirement ServicesAmerican Funds DistributorsAscensusBank of America Merrill LynchCharles SchwabEmpower RetirementFidelity InvestmentsJohn Hancock Retirement Plan ServicesLincoln Financial GroupMassMutual Financial GroupNationwide FinancialNewport GroupOneAmericaPaychexPrincipal Financial GroupPrudential RetirementThe StandardTIAATransamerica Retirement SolutionsT. Rowe PriceVanguardVoya FinancialWells Fargo & Co.Methodology Select a year 2023 2022 2020 2019 2018 2017 2016 2015 2014 2013 2012 PURCHASE REPRINTWANT MORE INFO? Survey Data