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RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 754, 1 OR 2

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

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RETIREMENT PLANS

Capital Group wins 12 Financial Advisor IQ Service Awards


1st among large managers

Capital Group, home of American Funds, was honored in several areas at the third annual event, which celebrates the asset managers and retirement plan providers that financial professionals value most.

Gold Financial Advisor IQ Service Awards 2022

9 Gold

Silver Financial Advisor IQ Service Awards 2022

2 Silver

Bronze Financial Advisor IQ Service Awards 2022

1 Bronze

American Funds has 12 Financial Advisor IQ Service Awards 2022: 9 gold, 2 silver and 1 bronze Fidelity Investments has 9 Financial Advisor IQ Service Awards 2022: 1 gold, 4 silver and 4 bronze Blackstone has 7 Financial Advisor IQ Service Awards 2022: 5 gold and 2 silver First Eagle has 7 Financial Advisor IQ Service Awards 2022: 4 gold, 2 silver and 1 bronze BlackRock / iShares has 6 Financial Advisor IQ Service Awards 2022: 2 gold and 4 silver

Putnam Investments has 6 Financial Advisor IQ Service Awards 2022: 3 gold, 2 silver and 1 bronze Empower Retirement has 6 Financial Advisor IQ Service Awards 2022: 2 gold, 2 silver and 2 bronze Davis Funds has 5 Financial Advisor IQ Service Awards 2022: 2 gold, 2 silver and 1 bronze Nationwide has 5 Financial Advisor IQ Service Awards 2022: 2 silver and 3 bronze J.P. Morgan has 4 Financial Advisor IQ Service Awards 2022: 1 silver and 3 bronze Vanguard has 3 Financial Advisor IQ Service Awards 2022: 1 silver and 2 bronze Loomis Sayles has 3 Financial Advisor IQ Service Awards 2022: 1 gold, 1 silver and 1 bronze Double Line has 3 Financial Advisor IQ Service Awards 2022: 2 silver and 1 bronze Guggenheim Investments has 3 Financial Advisor IQ Service Awards 2022: 1 gold and 2 bronze John Hancock Retirement has 2 Financial Advisor IQ Service Awards 2022: 2 bronze Federated Investors has 2 Financial Advisor IQ Service Awards 2022: 1 silver and 1 bronze

Here are the firms with one award:

1 gold: Wagner Law Group;

1 silver: Calamos, Faegre Drinker;

1 bronze: AQR Investors, Catalyst Mutual Funds, Groom Law Group, Neuberger Berman, Matthews Asia Funds, ProShares

Here are the firms with one award:

1 gold: Wagner Law Group; 1 silver: Calamos, Faegre Drinker; 1 bronze: AQR Investors, Catalyst Mutual Funds, Groom Law Group, Neuberger Berman, Matthews Asia Funds, ProShares

American Funds has 12 Financial Advisor IQ Service Awards 2022: 9 gold, 2 silver and 1 bronze Fidelity Investments has 9 Financial Advisor IQ Service Awards 2022: 1 gold, 4 silver and 4 bronze Blackstone has 7 Financial Advisor IQ Service Awards 2022: 5 gold and 2 silver First Eagle has 7 Financial Advisor IQ Service Awards 2022: 4 gold, 2 silver and 1 bronze BlackRock / iShares has 6 Financial Advisor IQ Service Awards 2022: 2 gold and 4 silver Putnam Investments has 6 Financial Advisor IQ Service Awards 2022: 3 gold, 2 silver and 1 bronze Empower Retirement has 6 Financial Advisor IQ Service Awards 2022: 2 gold, 2 silver and 2 bronze Davis Funds has 5 Financial Advisor IQ Service Awards 2022: 2 gold, 2 silver and 1 bronze Nationwide has 5 Financial Advisor IQ Service Awards 2022: 2 silver and 3 bronze J.P. Morgan has 4 Financial Advisor IQ Service Awards 2022: 1 silver and 3 bronze Vanguard has 3 Financial Advisor IQ Service Awards 2022: 1 silver and 2 bronze Loomis Sayles has 3 Financial Advisor IQ Service Awards 2022: 1 gold, 1 silver and 1 bronze Double Line has 3 Financial Advisor IQ Service Awards 2022: 2 silver and 1 bronze Guggenheim Investments has 3 Financial Advisor IQ Service Awards 2022: 1 gold and 2 bronze John Hancock Retirement has 2 Financial Advisor IQ Service Awards 2022: 2 bronze Federated Investors has 2 Financial Advisor IQ Service Awards 2022: 1 silver and 1 bronze

Here are the firms with one award:

1 gold: Wagner Law Group; 1 silver: Calamos, Faegre Drinker; 1 bronze: AQR Investors, Catalyst Mutual Funds, Groom Law Group, Neuberger Berman, Matthews Asia Funds, ProShares

Source: 2022 Financial Advisor IQ Service Awards

Share the year's winners with your clients


Most medaled

Winner of 12 service awards in our tier of 32 large managers. We are humbled to be recognized by the financial professionals we serve.

Target date funds

Gold Financial Advisor IQ Service Awards 2022
Gold Medal Winner

Sales & relationship management

Gold Financial Advisor IQ Service Awards 2022
Gold Medal Winner

Sales & relationship management teams

Managing the product lineup

Silver Financial Advisor IQ Service Awards 2022
Silver Medal Winner

Product lineup management

Recordkeeping

Gold Financial Advisor IQ Service Awards 2022
Gold Medal Winner
Gold Financial Advisor IQ Service Awards 2022
Gold Medal Winner

Recordkeeper price

Gold Financial Advisor IQ Service Awards 2022
Gold Medal Winner

Recordkeeper client service

Bronze Financial Advisor IQ Service Awards 2022
Bronze Medal Winner

Recordkeeper cybersecurity/privacy

Content and commentary

Gold Financial Advisor IQ Service Awards 2022
Gold Medal Winner
Gold Financial Advisor IQ Service Awards 2022
Gold Medal Winner

Portfolio managers’ letter

Gold Financial Advisor IQ Service Awards 2022
Gold Medal Winner

Audio/video content

Gold Financial Advisor IQ Service Awards 2022
Gold Medal Winner

White papers

Silver Financial Advisor IQ Service Awards 2022
Silver Medal Winner

Macro commentary

Source: 2022 Financial Advisor IQ Service Awards


Financial Advisor IQ is a resource of the Financial Times

The 2022 Financial Advisor IQ Service Awards were based on voting results from an online survey. 742 financial professionals cast votes from April to June 2022. 25 top managers were presented 92 awards at a September ceremony in New York City.

Capital Group was among 32 companies competing in the large category ($100 billion or more in mutual and exchange-traded fund assets). Mid-tier ($20 billion to $100 billion in managed assets) and boutique firms were also recognized.

Third annual Financial Advisor IQ Service Awards

Meet the winners in each of the three tiers, reported by Ignites, Financial Advisor IQ's sister publication.

Understanding the methodology, categories and results

Learn more about the FA-IQ awards across all categories

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

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This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.