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!
Recognized for our partner support
We’re proud to be recognized for the services we provide our plan sponsors and financial professionals.
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31 Advisor Choice awards across all five market segments
National Association of Plan Advisors (NAPA), 20221
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Recognized as best in class for midsize market ($50-$200 million)
- Recordkeeping platform
- Participant services
- Sponsor services and support
- Investments and fees
PLANSPONSOR, 20222
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Top five midsize market provider by Net Promoter Score ($50-$200 million)
PLANSPONSOR, 20222
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Service Star Awards for two of our relationship managers
PLANSPONSOR, 20213
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Most Advisor Allies of any firm, fourth year in a row
National Association of Plan Advisors (NAPA), 20224
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Bronze Service Award for best reporting
2021 Financial Advisor IQ Service Award, 20215
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STAR award for outstanding campaign in the COVID-19 communication category
Investment Management Education Alliance, 20216
Awards for our participant experience
Helping participants plug into the power of their retirement plan
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Second place Eddy Award in financial wellness for our personal finance organizer
Pensions & Investments, 20227
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Top rankings for quick enrollment experience and traditional enrollment
DALBAR, 20228
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Top rankings in participant satisfaction for digital 401(k) services
J. D. Power, 20219
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Bronze Stevie Award, Company of the Year
ABA Stevie Award, 202110
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#2 in participant satisfaction for website and online capabilities
Escalent, 202111
Our award-winning clients
Congratulations to our plan sponsors for their industry-leading plans!
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Plan sponsor of the year for COFCO International USA
PLANSPONSOR, 202112
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Plan sponsor of the year for Phifer
PLANSPONSOR, 202013
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COVID-19 communications campaign for M. Arthur Gensler Jr. & Associates, Inc.
2021 PSCA Signature Awards Winner, 202116
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Eddy Award for Farm Credit Foundations loan animation
Pensions & Investments, 202114
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Eddy Award for Jordan's Furniture
Pensions & Investments, 202114
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Standard Chartered Bank for interactive benefits guide
LACP, 202015
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QAD, Inc. for "Financial journey" campaign
LACP, 202015
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Eddy Award for Dynetics ESOP Termination
LACP Platinum, Best Debut, and #2 overall for Dynetics ESOP Termination
Bronze Stevie Award, Marketing Campaign of the Year for Dynetics ESOP Termination
Pensions & Investments, 202114
LACP, 202015
ABA Stevie Award, 202110
1 “Announcing the Inaugural NAPA Advisors' Choice Awards—Mega Market,” NAPA, 2022. 2 “2021 Best in Class DC Providers,” PLANSPONSOR, January 2022. 3 “2021 Service Stars,” PLANSPONSOR, June 2021. 4 “NAPA Allied Advisors - 2022,” NAPA, 2022. 5 2021 Financial Advisor IQ Service Award, Financial Advisor IQ, 2021. 6 STAR Awards, Investment Management Education Alliance, 2021. 7 “2022 Eddy Awards,” Pensions & Investments, 2022. 8 “DALBAR’s State of the Industry—Online Enrollment,” #1 for quick enrollment and #4 for traditional enrollment, DALBAR, Inc., January 2022. 9 “Many Retirement Plans Miss Mark on Delivering Guidance to Participants through Digital Channels, J.D. Power Finds,” J.D. Power, September 2021. 10 “The American Business Awards,” Stevie Awards Inc., 2021. 11 “New Cogent Syndicated Study Names Top 10 Plan Providers for Website and Online Capabilities,” Escalent, 9/21/21. 12 “PLANSPONSOR is pleased to announce the 2021 Plan Sponsor of the Year finalists, Corporate 401(k) $25MM–$50MM,” PLANSPONSOR, May 2021. 13 “2020 Plan Sponsor of the Year, Corporate 401(k) >$100MM–$250MM,” PLANSPONSOR, 2020. 14 “2021 Eddy Awards,” Pensions & Investments, 2021. 15 “2020 Spotlight Awards,” Global Communications Competition, Top 100 Winners' Gallery, LACP, 2020. 16 “2020 Signature Awards,” Plan Sponsor Council of America, COVID-19 Campaigns, 2021.
Important disclosures
MGTS-P46768-GE 3/22-46768 MGR0318222085679