2020
PLANADVISER Retirement Plan Adviser Survey

• Story
• Survey Data
  • Retirement Plan Adviser Preferences
  • Top 10 Criteria Used in Selecting Core Fund Lineups
  • Top 10 Criteria Used in Selecting Plan Recordkeeper
  • Top 10 Standalone Funds
  • Top 10 Fund Families
  • Top 5 TDF Families
  • Top-Rated Investment Firms
  • General Adviser Services and Support
  • Retirement Industry Insight and Analysis
  • Investment Value for Price
  • Wholesaler Knowledge and Responsiveness
  • Practice Management Ideas and Tools
  • Reputation
  • Top-Rated Defined Contribution Plan Providers
  • Overall Service, Micro Plans (<$5MM) 296 votes
  • Overall Service, Small Plans ($5MM-$50MM) 329 votes
  • Overall Service, Midsize Plans (>$50MM-$200MM) 303 votes
  • Plan Design Flexibility and Customization 302 votes
  • Value for Price of Recordkeeping Services 311 votes
  • Regulatory / Compliance Support and Services 315 votes
• Providers
  • ADP Retirement Services
  • Alliance Benefit Group
  • American Funds
  • Ascensus
  • Bank of America Corporation
  • Charles Schwab
  • CUNA Mutual Retirement Solutions
  • Empower Retirement
  • Fidelity Investments

  • John Hancock
  • Lincoln Financial Group
  • MassMutual
  • Milliman, Inc.
  • Nationwide
  • Newport
  • OneAmerica
  • Paychex, Inc.
  • Principal

  • Prudential Retirement
  • Securian Financial
  • The Standard
  • TIAA
  • Transamerica Retirement Solutions
  • T. Rowe Price
  • The Vanguard Group, Inc.
  • Voya Financial
• Methodology

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