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PLANADVISER Announces 2015 Advisers’ Choice Award Winners
PLANADVISER announced the winners of the second annual Advisers’ Choice Awards, to be handed out at its annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner, to be held March 31 at Pier 60 of the Chelsea Piers in New York City.
Nine firms will be honored for their high-ranking performance in four of distinct categories, taken from the eighth annual PLANADVISER Retirement Plan Adviser Survey. More than 600 retirement plan advisers participated in the survey and entered their preferred fund families, investment firms and defined contribution (DC) providers, as well as the mutual funds they most often recommended to their defined contribution plan clients.
The firms receiving Advisers’ Choice Awards at the dinner include:
- American Funds
- Fidelity Investments
- Great-West Retirement Services (now Empower)
- John Hancock Retirement Plan Services
- J.P. Morgan
- Principal Financial Group
- T. Rowe Price
- Transamerica Retirement Solutions
- Vanguard
The survey results were profiled in the November–December 2014 issue of PLANADVISER magazine and on the Web at https://si-interactive.s3.amazonaws.com/prod/plansponsor-com/wp-content/uploads/2017/05/25063358/ResearchStory.aspx_.jpg?id=10737424888.
“The Advisers’ Choice Awards were a great addition to our awards program last year, and we are thrilled to continue this recognition again this year. Advisers’ opinions are a critical component of investment and plan provider service, and we want to make sure these opinions are heard,” says Alison Cooke Mintzer, editor in chief of PLANADVISER and PLANSPONSOR.
Details of the
selections are:
Top Fund Families Preferred by Plan Advisers | Rank |
Vanguard | 1 |
American Funds | 2 |
T. Rowe Price | 3 |
J.P. Morgan | 4 |
Fidelity Investments | 5 |
Top-Rated Investment Firms | Category |
J.P. Morgan | Adviser support/value-added services |
Fidelity Investments | Participant education materials |
Fidelity Investments | Plan participant support |
Fidelity Investments | Plan sponsor education materials |
Vanguard | Investment value for price |
Vanguard | Reputation |
Fidelity Investments | Supporting materials |
J.P. Morgan | Wholesalers |
American Funds | Fund fact sheets |
J.P. Morgan | Quarterly evaluation materials |
Fidelity Investments | Plan sponsor support |
Top-Rated DC Providers | Category |
Great-West Retirement Services (now Empower) | Best overall service, micro plans |
Great-West Retirement Services (now Empower) | Best overall service, small plans |
Fidelity Investments | Best overall service, midsize plans |
Fidelity Investments | Best overall service, large plans |
Fidelity Investments John Hancock Retirement Plan Services | Best overall service, mega plans Adviser sales/marketing support |
Principal Financial Group | Adviser support, post-sale |
Great-West Retirement Services (now Empower) | Fee structure for advisers |
John Hancock Retirement Plan Services | Participant education materials |
Fidelity Investments | Plan sponsor education materials |
Transamerica Retirement Solutions | Plan sponsor support |
Fidelity Investments | Supporting materials |
Fidelity Investments | Plan participant support |
John Hancock Retirement Plan Services Fidelity Investments | Value-added adviser services Reputation |
Great-West Retirement Services (now Empower) | Best wholesalers |
Great-West Retirement Services (now Empower) | Best value for price |
Great-West Retirement Services (now Empower) | Overall perception |
Fidelity Investments | Overall perception |
Transamerica Retirement Solutions | Overall perception |
Vanguard | Overall perception |
Overall perception | |
Most Recommended Mutual Funds | Rank |
Vanguard 500 Index | 1 |
American Funds Euro Pacific Growth | 2 |
T. Rowe Price Target Date Funds | 3 |
J.P. Morgan SmartRetirement Target-Date Funds | 4 |
Vanguard Target Retirement | 5 |
About the PLANSPONSOR/PLANADVISER Awards for Excellence
The PLANSPONSOR/PLANADVISER Awards for Excellence is the annual networking event to celebrate the accomplishments of the best of the best in the retirement plan industry. Each year, the nation’s leading retirement plan sponsors and advisers, as well as the industry’s top product, investment and service providers, are honored at this exclusive gathering, hosted at the beautiful Pier 60 in the Chelsea Pier complex, overlooking the Hudson River. The event will take place on March 31. For more information about the dinner and a list of the winners, visit: www.plansponsor.com/event/PSPAAwards2015.
To learn more about sponsorship or securing a table at the dinner, contact: Mike Garity at 617-943-9661 or mgarity@assetinternational.com.
About
PLANADVISER
Through its
magazine, website, events and email newsletter, PLANADVISER, an Asset International
brand, provides comprehensive industry news, regulatory and investment
information, research and training to financial advisers who specialize in the
sales, design and administration of institutional qualified and nonqualified
retirement plans and executive compensation plans, including 401(k), defined
benefit and deferred compensation plans. For more information, visit: www.planadviser.com.
About Asset
International
Asset International
is a privately-held provider of information and technology to global pension
funds, asset managers, financial advisers, banking service providers and other
financial institutions in the private and public sectors. Its industry-leading
brands include Strategic Insight, SIMFUND, PLANSPONSOR, PLANADVISER, CIO, Global
Custodian, The Trade and Plan for Life. The company was acquired in July 2014
by GenStar Capital and has offices in New York; Boston; San Francisco; Toronto;
Vancouver; Hong Kong; London; Melbourne, Australia; and Stamford, Connecticut.
For more information, visit: www.assetinternational.com.