PLANADVISER - September/October 2020 - 24

research / 2020 PLANADVISER Retirement Plan Adviser Survey
Top-Rated Investment Firms
General Adviser Services and Support
1 Capital Group, home of American Funds
1 J.P. Morgan Asset Management
3 Fidelity Investments
4 BlackRock
5 Franklin Templeton
5 The Vanguard Group, Inc.
7 Columbia Threadneedle
7 MFS Investment Management
9 American Century
9 T. Rowe Price
Retirement Industry Insight and Analysis
1 J.P. Morgan Asset Management
2 Fidelity Investments
3 BlackRock
4 Capital Group, home of American Funds
5 T. Rowe Price
6 Columbia Threadneedle
6 Goldman Sachs
6 Janus Henderson
6 The Vanguard Group, Inc.
10 Invesco
Investment Value for Price
1 The Vanguard Group, Inc.
2 Capital Group, home of American Funds
3 Fidelity Investments
4 BlackRock
5 TIAA / Nuveen
6 J.P. Morgan Asset Management
7 Charles Schwab
7 Dimensional (DFA)
7 T. Rowe Price
10 MFS and PGIM (tied)
33 votes
33 votes
31 votes
24 votes
12 votes
12 votes
11 votes
11 votes
9 votes
9 votes
Wholesaler Knowledge and Responsiveness
1 Fidelity Investments
2 Capital Group, home of American Funds
3 J.P. Morgan Asset Management
4 BlackRock
5 PIMCO
6 MFS Investment Management
7 T. Rowe Price
8 American Century
9 Invesco
10 Franklin Templeton
57 votes
49 votes
17 votes
14 votes
13 votes
8 votes
8 votes
8 votes
8 votes
7 votes
Practice Management Ideas and Tools
1 Fidelity Investments
1 J.P. Morgan Asset Management
3 Capital Group, home of American Funds
3 MFS Investment Management
5 BlackRock
6 Invesco
7 Franklin Templeton
7 PIMCO
9 Columbia Threadneedle
10 John Hancock and T. Rowe Price (tied)
77 votes
60 votes
27 votes
20 votes
8 votes
6 votes
4 votes
4 votes
4 votes
3 votes
Reputation
1 The Vanguard Group, Inc.
2 Fidelity Investments
3 Capital Group, home of American Funds
4 BlackRock
5 T. Rowe Price
6 J.P. Morgan Asset Management
7 PIMCO
8 Charles Schwab
8 Morgan Stanley
10 TIAA / Nuveen
38 votes
29 votes
20 votes
17 votes
16 votes
14 votes
13 votes
12 votes
10 votes
8 votes
23 votes
23 votes
19 votes
19 votes
15 votes
14 votes
13 votes
13 votes
10 votes
9 votes
57 votes
47 votes
41 votes
26 votes
16 votes
15 votes
5 votes
4 votes
4 votes
3 votes
24 | planadviser.com September-October 2020

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PLANADVISER - September/October 2020

Table of Contents for the Digital Edition of PLANADVISER - September/October 2020

A Careful Inspection
2020 PLANADVISER Retirement Plan Adviser Survey
Keeping Clients Safe
Cures for Virtual Meeting Fatigue
Inflation Protection For DC Investors
How to Show Your Worth
Never Too Late
A Return to Rollover Advice
Whether—And How—To Vote Proxies
PLANADVISER - September/October 2020 - Cover1
PLANADVISER - September/October 2020 - Cover2
PLANADVISER - September/October 2020 - 1
PLANADVISER - September/October 2020 - 2
PLANADVISER - September/October 2020 - 3
PLANADVISER - September/October 2020 - 4
PLANADVISER - September/October 2020 - 5
PLANADVISER - September/October 2020 - 6
PLANADVISER - September/October 2020 - 7
PLANADVISER - September/October 2020 - 8
PLANADVISER - September/October 2020 - 9
PLANADVISER - September/October 2020 - 10
PLANADVISER - September/October 2020 - 11
PLANADVISER - September/October 2020 - A Careful Inspection
PLANADVISER - September/October 2020 - 13
PLANADVISER - September/October 2020 - 14
PLANADVISER - September/October 2020 - 15
PLANADVISER - September/October 2020 - 2020 PLANADVISER Retirement Plan Adviser Survey
PLANADVISER - September/October 2020 - 17
PLANADVISER - September/October 2020 - 18
PLANADVISER - September/October 2020 - 19
PLANADVISER - September/October 2020 - 20
PLANADVISER - September/October 2020 - 21
PLANADVISER - September/October 2020 - 22
PLANADVISER - September/October 2020 - 23
PLANADVISER - September/October 2020 - 24
PLANADVISER - September/October 2020 - 25
PLANADVISER - September/October 2020 - Keeping Clients Safe
PLANADVISER - September/October 2020 - 27
PLANADVISER - September/October 2020 - 28
PLANADVISER - September/October 2020 - 29
PLANADVISER - September/October 2020 - Cures for Virtual Meeting Fatigue
PLANADVISER - September/October 2020 - 31
PLANADVISER - September/October 2020 - 32
PLANADVISER - September/October 2020 - 33
PLANADVISER - September/October 2020 - Inflation Protection For DC Investors
PLANADVISER - September/October 2020 - 35
PLANADVISER - September/October 2020 - How to Show Your Worth
PLANADVISER - September/October 2020 - 37
PLANADVISER - September/October 2020 - Never Too Late
PLANADVISER - September/October 2020 - 39
PLANADVISER - September/October 2020 - 40
PLANADVISER - September/October 2020 - 41
PLANADVISER - September/October 2020 - A Return to Rollover Advice
PLANADVISER - September/October 2020 - Whether—And How—To Vote Proxies
PLANADVISER - September/October 2020 - 44
PLANADVISER - September/October 2020 - Cover3
PLANADVISER - September/October 2020 - Cover4
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