PLANADVISER - September/October 2019 - 33

Best Overall Service, Mega Plans (>$1b) 233 votes
1 Fidelity Investments
2 Bank of America
3 Milliman, Inc.
4 Empower Retirement
4 Prudential Retirement
6 Charles Schwab
7 The Vanguard Group, Inc.
8 Principal Financial Group
9 Wells Fargo
10 T. Rowe Price
Web Tools and Functionality for Advisers 349 votes
1 Empower Retirement
2 Fidelity Investments
3 Bank of America
4 Charles Schwab
5 John Hancock
6 Principal Financial Group
6 Voya Financial
8 Prudential Retirement
9 CUNA Mutual Retirement Solutions
10 Lincoln Financial Group
Financial Education and Wellness Resources 376 votes
1 Bank of America
2 Fidelity Investments
3 Prudential Retirement
4 Lincoln Financial Group
5 Empower Retirement
6 Voya Financial
7 Principal Financial Group
8 Nationwide
9 CUNA Mutual Retirement Solutions
9 OneAmerica
52.7%
35.0%
30.0%
13.7%
13.7%
10.3%
7.6%
7.0%
6.7%
6.6%
Fee Clarity, Accounting, Disclosure, Benchmarking 364 votes
1 Ascensus
2 The Vanguard Group, Inc.
3 Securian Financial
4 Bank of America
5 Empower Retirement
6 Fidelity Investments
7 Charles Schwab
8 Voya Financial
9 Principal Financial Group
10 Nationwide
32.6%
31.9%
30.4%
30.0%
29.6%
28.8%
22.1%
17.5%
14.6%
14.3%
57.1%
27.2%
25.0%
22.1%
19.4%
17.5%
17.5%
15.1%
8.0%
7.4%
Regulatory/Compliance Support and Services 354 votes
1 Bank of America
2 CUNA Mutual Retirement Solutions
3 Securian Financial
4 Principal Financial Group
5 The Standard
6 Empower Retirement
7 Transamerica Retirement Solutions
8 Fidelity Investments
9 Charles Schwab
10 John Hancock
55.0%
45.7%
35.6%
33.3%
30.5%
25.8%
22.8%
16.7%
16.0%
16.0%
Plan Design Flexibility and Customization 360 votes
1 Milliman, Inc.
2 Charles Schwab
3 Empower Retirement
4 Bank of America
5 The Standard
6 Lincoln Financial Group
7 Newport Group
8 Prudential Retirement
9 Securian Financial
10 CUNA Mutual Retirement Solutions
30.0%
28.0%
26.1%
25.7%
24.3%
23.6%
23.2%
22.2%
22.1%
21.8%
80.0%
50.0%
34.3%
30.0%
27.0%
25.9%
25.5%
21.9%
21.7%
20.0%
planadviser.com September-October 2019 | 33
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PLANADVISER - September/October 2019

Table of Contents for the Digital Edition of PLANADVISER - September/October 2019

Addressing Profitability
2019 PLANADVISER Retirement Plan Adviser Survey
2019 PLANADVISER National Conference
Is Fixed Income Working?
The Health Savings Alphabet
SEC Issues Proxy Guidance
Class Certification
An 'IPS' Sets The Standard
PLANADVISER - September/October 2019 - Cover1
PLANADVISER - September/October 2019 - Cover2
PLANADVISER - September/October 2019 - 1
PLANADVISER - September/October 2019 - 2
PLANADVISER - September/October 2019 - 3
PLANADVISER - September/October 2019 - 4
PLANADVISER - September/October 2019 - 5
PLANADVISER - September/October 2019 - 6
PLANADVISER - September/October 2019 - 7
PLANADVISER - September/October 2019 - 8
PLANADVISER - September/October 2019 - 9
PLANADVISER - September/October 2019 - 10
PLANADVISER - September/October 2019 - 11
PLANADVISER - September/October 2019 - 12
PLANADVISER - September/October 2019 - 13
PLANADVISER - September/October 2019 - 14
PLANADVISER - September/October 2019 - 15
PLANADVISER - September/October 2019 - 16
PLANADVISER - September/October 2019 - 17
PLANADVISER - September/October 2019 - 18
PLANADVISER - September/October 2019 - 19
PLANADVISER - September/October 2019 - Addressing Profitability
PLANADVISER - September/October 2019 - 21
PLANADVISER - September/October 2019 - 22
PLANADVISER - September/October 2019 - 23
PLANADVISER - September/October 2019 - 24
PLANADVISER - September/October 2019 - 25
PLANADVISER - September/October 2019 - 26
PLANADVISER - September/October 2019 - 27
PLANADVISER - September/October 2019 - 2019 PLANADVISER Retirement Plan Adviser Survey
PLANADVISER - September/October 2019 - 29
PLANADVISER - September/October 2019 - 30
PLANADVISER - September/October 2019 - 31
PLANADVISER - September/October 2019 - 32
PLANADVISER - September/October 2019 - 33
PLANADVISER - September/October 2019 - 34
PLANADVISER - September/October 2019 - 35
PLANADVISER - September/October 2019 - 36
PLANADVISER - September/October 2019 - 37
PLANADVISER - September/October 2019 - 38
PLANADVISER - September/October 2019 - 39
PLANADVISER - September/October 2019 - 2019 PLANADVISER National Conference
PLANADVISER - September/October 2019 - 41
PLANADVISER - September/October 2019 - 42
PLANADVISER - September/October 2019 - 43
PLANADVISER - September/October 2019 - 44
PLANADVISER - September/October 2019 - 45
PLANADVISER - September/October 2019 - 46
PLANADVISER - September/October 2019 - 47
PLANADVISER - September/October 2019 - Is Fixed Income Working?
PLANADVISER - September/October 2019 - 49
PLANADVISER - September/October 2019 - The Health Savings Alphabet
PLANADVISER - September/October 2019 - 51
PLANADVISER - September/October 2019 - 52
PLANADVISER - September/October 2019 - 53
PLANADVISER - September/October 2019 - SEC Issues Proxy Guidance
PLANADVISER - September/October 2019 - Class Certification
PLANADVISER - September/October 2019 - An 'IPS' Sets The Standard
PLANADVISER - September/October 2019 - Cover3
PLANADVISER - September/October 2019 - Cover4
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