PLANADVISER - September/October 2018 - 32
2018 PLANADVISER Retirement Plan Adviser Survey
A
COMMA
VIEW
T
wo of the most important decisions that retirement plan advisers make for
a plan are the selection of investments and the choice of the recordkeeper.
Retirement plan sponsors hire advisers to help them understand the
recordkeeping and investment markets and to guide them through the process of
selecting appropriate providers and investment options. It is therefore incumbent
on specialist advisers to know which of each can best meet specific client needs.
After all, how well the funds perform plays a critical role in how participants will
fare. The recordkeeping platform is the backbone of the plan and can also offer
value-added adviser services as well as participant tools and education.
The 2018 PLANADVISER Retirement Plan Adviser Survey, our 12th such survey,
delves into the many factors that advisers consider when selecting these providers.
It also reveals what companies they most like to work with and have found to excel
in various subcategories of services.
No matter how much it is reiterated that past performance does not indicate
future results, advisers continue to look in the rearview mirror when selecting
funds, with performance remaining top of mind. The first criteria they consider
when selecting a fund is how well it performed against its benchmark, cited by
44.0%. The second is how well it performed over the past five years, cited by 20.5%.
Only 14.0% consider fee structure, which placed third.
Overall, the five fund families that plan advisers like most are, in descending
order, Vanguard, American Funds, T. Rowe Price, Fidelity Investments and J.P. Morgan.
In terms of subcategories of vendor services, advisers say they receive the best
adviser support and value-added services from J.P. Morgan, American Funds, BlackRock,
American Century and Legg Mason, also in descending order. They acknowlOur
annual
survey reveals
advisers'
top choices
in service
providers
32 | planadviser.com September-October 2018 Art by Muhammad Mustafa
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PLANADVISER - September/October 2018
Table of Contents for the Digital Edition of PLANADVISER - September/October 2018
Valuable Partnerships
Pension Risk Transfer
How to Explain CITs to Sponsors
Open MEP Opportunities
Appropriate Benchmarking
Investigations Intensify
PLANADVISER - September/October 2018 - Cover1
PLANADVISER - September/October 2018 - Cover2
PLANADVISER - September/October 2018 - 1
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PLANADVISER - September/October 2018 - 46
PLANADVISER - September/October 2018 - 47
PLANADVISER - September/October 2018 - Valuable Partnerships
PLANADVISER - September/October 2018 - 49
PLANADVISER - September/October 2018 - Pension Risk Transfer
PLANADVISER - September/October 2018 - 51
PLANADVISER - September/October 2018 - How to Explain CITs to Sponsors
PLANADVISER - September/October 2018 - 53
PLANADVISER - September/October 2018 - Open MEP Opportunities
PLANADVISER - September/October 2018 - Appropriate Benchmarking
PLANADVISER - September/October 2018 - Investigations Intensify
PLANADVISER - September/October 2018 - Cover3
PLANADVISER - September/October 2018 - Cover4
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