PLANADVISER - September/October 2019 - 29
2019 PLANADVISER Retirement Plan Adviser Survey
ADVISERPICKS
T
In a crowded field, which providers
and investments stand out?
he 2019 PLANADVISER Retirement Plan Adviser Survey, our 12th such survey,
explores the many factors that advisers consider when selecting investments
and recordkeepers. It also reveals which companies they like to work with
and think excel in services.
The fund family that advisers most prefer is Vanguard, followed by American
Funds, T. Rowe Price, Fidelity Investments and J.P. Morgan.
As for the top five criteria advisers consider when selecting an asset management
firm, these are, in descending order: performance against benchmarks, fiveyear
return, Sharpe ratio, manager tenure and fee structure for plan.
Advisers nominated 77 different fund families when asked to name their top
five " most preferred " families. Twenty-nine received five or more references each.
Respondents were all over the map, though, when asked what individual funds
they would recommend to a plan sponsor client. They cited 255 unique funds,
covering a wide range of strategies-including both active and passive management,
domestic and international stocks, and bond funds. Even a few stable value
and socially responsible investing (SRI) funds made the list.
Advisers' " most preferred " funds-i.e., each voter's first choice-make up
a much narrower list-only 32 funds, just six of which were cited five or more
times. Those are Fidelity 500 Index Fund, PIMCO Income Fund, T. Rowe Price Blue
Chip Growth Fund, T. Rowe Price Target Date Funds, Vanguard 500 Index Fund
and Vanguard Target Retirement Funds.
Also of interest, four of the top 20 most recommended funds are income funds.
Qualified default investment alternative (QDIA) considerations would appear to
drive many of the fund recommendations, as five of the 21 most recommended
funds are target-date funds (TDFs).
Art by Harry Campbell
planadviser.com September-October 2019 | 29
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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
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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
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PLANADVISER - September/October 2019 - 31
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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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