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.
-
Adviser Choice Award for retirement plan specialist advisers, favorite recordkeeper
PLANADVISER, 20231
-
Most Advisor Allies of any firm, fifth year in a row
NAPA, 20232
-
Bronze Awards as a DC survey standout in plans with <$5M to $25M in assets
PLANSPONSOR, 20233
-
Advisors’ Choice top recordkeeper with the most Advisors' Choice Awards in the mid-market
NAPA, 20234
-
Advisors’ Choice top recordkeeper with six Advisors' Choice Awards in the small market
NAPA, 20235
-
Award for retirement plan advisor support
wealthmanagement.com Industry Awards, 20226
-
Bronze Stevie Award in the video financial services banking category for our "Interactive investing" video
Video Awards | Stevie Awards, 202314
-
Internet Advertising Competition award winner for best financial services
- Mobile application
- Online newsletter campaign
- Email message campaign
Web Marketing Association, 20237
-
First place Eddy Award in ongoing investment education for our interactive investment video
Pensions & Investments, 20238
-
First place Eddy Award in preretirement preparation for our "Achieving retirement balance" web page
Pensions & Investments, 20238
-
Best financial services mobile application
Web Marketing Association, 20229
-
Highest-ranking mobile enrollment experience
DALBAR, 202210
-
Among top scorers for guided and express enrollment experiences
DALBAR, 202211
-
Second place Eddy Award in financial wellness for our personal finance organizer
Pensions & Investments, 202212
-
Top rankings in participant satisfaction for digital 401(k) services
J.D. Power, 202113
-
Plan Sponsor of the Year for Schwarz Partners
PLANSPONSOR, 202315
-
First place Eddy Award for Getinge for preretirement preparation
Pensions & Investments, 20238
-
First place Eddy Award for Steel Dynamics for financial wellness
Pensions & Investments, 20238
-
Plan Sponsor of the Year for Aunt Millie’s Bakeries
PLANSPONSOR, 202216
-
Plan Sponsor of the Year for Matrix Technologies
PLANSPONSOR, 202217
-
Financial Wellness Award for Wiley|Wilson, Inc.
Retirement Advisor Council, 202218
1 “2023 PLANADVISER Adviser Choice Awards,” PLANADVISER, 2023. 2 “NAPA Allied Advisors—2023,” National Association of Plan Advisors (NAPA), 2023. 3 “2022 DC Survey Standouts,” PLANSPONSOR, 2023. 4 “NAPA's Advisors' Choice Awards,” NAPA, 2023. 5 “NAPA's Advisors' Choice Awards,” NAPA, 2023. 6 "Retirement Plan Support And Advisor Services," wealthmanagement.com, 2022. 7 “2023 Internet Advertising Competition Awards,” Web Marketing Association, Inc., 2023. 8 “2023 Eddy Awards,” Pensions & Investments, 2023. 9 “2022 MobileWebAwards competition,” Web Marketing Association, Inc., 2022. 10 “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. 11 “DALBAR’s State of the Industry—Online Enrollment,” #2 for both guided and express enrollment experiences, DALBAR Inc., April 2023. 12 “2022 Eddy Awards,” Pensions & Investments, 2022. 13 “Many Retirement Plans Miss Mark on Delivering Guidance to Participants through Digital Channels, J.D. Power Finds,” J.D. Power, September 2021. 14 "The 2023 American Business Awards, Stevie Award, 2023" 15 “2023 Plan Sponsor of the Year, Corporate 401(k) >$150MM–$250MM,” PLANSPONSOR, 2023. 16 “2022 Plan Sponsor of the Year, Corporate 401(k) >$150MM–$250MM,” PLANSPONSOR, 2022. 17 “2022 Plan Sponsor of the Year, Corporate 401(k) >$25MM–$70MM,” PLANSPONSOR, 2022. 18 "Retirement Advisor Council Announces Financial Wellness Award Winners," Retirement Advisor Council, 8/16/22.
Important disclosures
MGTS-P46768-GE 9/22-46768 MGR0629232976100