RESEARCH |

2024
PLANADVISER Retirement Plan Adviser Survey

The 2024 Retirement Plan Adviser Survey sheds light on the criteria that advisers prioritize in fund and recordkeeper selection and reveals which companies advisers most like to work with.

Reported by PLANADVISER
PLANADVISER Retirement Plan Adviser Survey
Top-Rated Investment Firms
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Top-Rated Investment Firms

Top-Rated Investment Firms

General Adviser Services and Support
1) Capital Group, home of the American Funds28.9%
2) J.P. Morgan Asset Management18.4%
3) Fidelity Investments6.1%
3) Principal Global Investors6.1%
5) Empower Capital Management5.3%
5) Invesco5.3%
Practice Management Ideas, Tools and Other Value-Added Services
1) Capital Group, home of the American Funds30.4%
2) J.P. Morgan Asset Management11.8%
3) MFS Investment Management8.8%
4) Fidelity Investments7.8%
5) BlackRock6.9%
Retirement Industry Insight and Analysis
1) Capital Group, home of the American Funds20.6%
1) Fidelity Investments20.6%
3) J.P. Morgan Asset Management18.6%
4) BlackRock10.8%
5) Principal Global Investors5.9%
Wholesaler Knowledge and Responsiveness
1) Capital Group, home of the American Funds19.8%
2) J.P. Morgan Asset Management10.4%
3) Fidelity Investments8.5%
3) T. Rowe Price8.5%
5) Principal Global Investors7.5%
Reputation
1) Capital Group, home of the American Funds29.2%
2) Vanguard19.8%
3) Fidelity Investments16.7%
4) J.P. Morgan Asset Management10.4%
5) T. Rowe Price8.3%
Investment Value for Price
1) Capital Group, home of the American Funds38.8%
2) Vanguard29.6%
3) Fidelity Investments14.3%
4) BlackRock5.1%
5) John Hancock Investment Management4.1%
5) T. Rowe Price4.1%
Fund Fact Sheets
1) Capital Group, home of the American Funds24.3%
2) Fidelity Investments9.5%
3) J.P. Morgan Asset Management8.1%
4) MFS Investment Management6.8%
4) Vanguard6.8%
Quarterly Evaluation Materials
1) Capital Group, home of the American Funds35.5%
2) J.P. Morgan Asset Management17.1%
3) T. Rowe Price9.2%
4) Principal Global Investors6.6%
5) AllianceBernstein5.3%
5) John Hancock Investment Management5.3%
Participant Educational Materials
1) Capital Group, home of the American Funds32.9%
2) Fidelity Investments12.2%
2) John Hancock Investment Management12.2%
4) J.P. Morgan Asset Management8.5%
5) Vanguard6.1%
Plan Participant Support
1) Capital Group, home of the American Funds30.3%
2) Fidelity Investments15.8%
3) John Hancock Investment Management10.5%
4) American Century5.3%
4) Voya Investment Management5.3%
Plan Sponsor Educational Materials
1) Capital Group, home of the American Funds26.8%
2) Fidelity Investments18.3%
3) Principal Global Investors12.2%
4) J.P. Morgan Asset Management8.5%
5) John Hancock Investment Management7.3%
Plan Sponsor Support
1) Capital Group, home of the American Funds26.2%
2) Fidelity Investments15.5%
3) Principal Global Investors13.1%
4) John Hancock Investment Management9.5%
5) Invesco4.8%