A proven leader
We make retirement plans work with our steadfast commitment to partner and client satisfaction and to participant engagement. But don't just take our word for it—see what the industry has to say.
Best financial services website award for our consolidation services consultants web page
Web Marketing Association, 20241
Adviser Choice Award for retirement plan specialist advisers, favorite recordkeeper
PLANADVISER, 20242
Most Advisor Allies of any firm, sixth year in a row
NAPA, 20243
Bronze Awards as a DC survey standout in plans with <$5M to $25M in assets
PLANSPONSOR, 20234
Advisors’ Choice top recordkeeper with the most Advisors' Choice Awards in the mid-market
NAPA, 20235
Advisors’ Choice top recordkeeper with six Advisors' Choice Awards in the small market
NAPA, 20236
Award for retirement plan advisor support
wealthmanagement.com Industry Awards, 20237
Star Award for Overall Innovation for our SECURE 2.0 campaign
Investment Management Education Alliance (IMEA), 20238
Internet Advertising Competition Award winner for best financial services
Web Marketing Association, 20249
Internet Advertising Competition Award winner for best financial services
- Mobile application
- Online newsletter campaign
- Email message campaign
Web Marketing Association, 202310
First place Eddy Award in ongoing investment education for our "Interactive investment" video
Pensions & Investments, 202311
First place Eddy Award in preretirement preparation for our "Achieving retirement balance" web page
Pensions & Investments, 202312
Best financial services mobile application
Web Marketing Association, 202213
Highest-ranking mobile enrollment experience
DALBAR, 202214
Among top scorers for guided and express enrollment experiences
DALBAR, 202215
Second place Eddy Award in financial wellness for our personal finance organizer
Pensions & Investments, 202216
Bronze Stevie Award in the video financial services banking category for our "Interactive investing" video
Video Awards | Stevie Awards, 202317
2023 Best in Class 401(k) Award for United Farmers Cooperative
PLANSPONSOR, 202318
2023 Best in Class 401(k) Award for Unitil
PLANSPONSOR, 202319
Plan Sponsor of the Year for Schwarz Partners
PLANSPONSOR, 202320
First place Eddy Award for Getinge for preretirement preparation
Pensions & Investments, 202321
First place Eddy Award for Steel Dynamics for financial wellness
Pensions & Investments, 202322
Plan Sponsor of the Year for Aunt Millie’s Bakeries
PLANSPONSOR, 202223
Plan Sponsor of the Year for Matrix Technologies
PLANSPONSOR, 202224
Financial Wellness Award for Wiley|Wilson, Inc.
Retirement Advisor Council, 202225
1 “2024 Internet Advertising Competition Awards,” Web Marketing Association, Inc., 2024. 2 “2024 PLANADVISER Adviser Choice Awards,” PLANADVISER, 2024. 3 “NAPA Allied Advisors—2024,” National Association of Plan Advisors (NAPA), 2023. 4 “2022 DC Survey Standouts,” PLANSPONSOR, 2023. 5 “NAPA's Advisors' Choice Awards,” NAPA, 2023. 6 “NAPA's Advisors' Choice Awards,” NAPA, 2023. 7 "Retirement Plan Support and Advisor Services," wealthmanagement.com, 2023. 8 “2023 Star Awards,” Overall Innovation—Medium Asset Class, Investment Management Education Alliance, October 2023. 9 “2024 Internet Advertising Competition Awards,” Web Marketing Association, Inc., 2024. 10 “2023 Internet Advertising Competition Awards,” Web Marketing Association, Inc., 2023. 11 “2023 Eddy Awards,” Ongoing Investment Education Pensions & Investments, 2023. 12 “2023 Eddy Awards,” Preretirement preparation, Pensions & Investments, 2023. 13 “2022 MobileWebAwards competition,” Web Marketing Association, Inc., 2022; “DALBAR’s State of the Industry—Mobile Online Enrollment,” #1 for mobile app enrollment, #1 for quick enrollment, and #4 for traditional enrollment, DALBAR, Inc., June 2022. 14 “DALBAR’s State of the Industry—Mobile Online Enrollment,” #1 for mobile app enrollment, #1 for quick enrollment, and #4 for traditional enrollment, DALBAR, Inc., June 2022. 15 “DALBAR’s State of the Industry—Online Enrollment,” #2 for both guided and express enrollment experiences, DALBAR Inc., April 2023. 16 “2022 Eddy Awards,” Pensions & Investments, 2022. 17 “Congratulations to the 2023 winners,” American Business Awards, Stevie Awards, Inc., 2023. 18 “2023 PLANSPONSOR Best in Class 401(k) Award,” PLANSPONSOR, 2023. 19 “2023 PLANSPONSOR Best in Class 401(k) Award,” PLANSPONSOR, 2023. 20 “2023 Plan Sponsor of the Year, Corporate 401(k) >$150MM–$250MM,” PLANSPONSOR, 2023. 21 “2023 Eddy Awards,” Preretirement preparation, Pensions & Investments, 2023. 22 “2023 Eddy Awards,” Financial Wellness, Pensions & Investments, 2023. 23 “2022 Plan Sponsor of the Year, Corporate 401(k) >$150MM–$250MM,” PLANSPONSOR, 2022. 24 “2022 Plan Sponsor of the Year, Corporate 401(k) >$25MM–$70MM,” PLANSPONSOR, 2022. 25 "Retirement Advisor Council Announces Financial Wellness Award Winners," Retirement Advisor Council, 8/16/22.
Important disclosures
MGTS-P46768-GE 9/22-46768 MGR0424243526304