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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#1 recordkeeper in the midmarket
Top recordkeeper by net promoter score
Plan assets > $50M–$200M
PLANSPONSOR, 20211
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#1 overall in the midmarket
- #1 in participant services
- #1 in sponsor services
- #1 in service teams and support
- #1 in plan administration
PLANSPONSOR, 20211
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36 Best in Class Awards
PLANSPONSOR, 20211
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Service Star Awards for two of our relationship managers
PLANSPONSOR, 202116
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Most Advisor Allies of any firm, third year in a row
National Association of Plan Advisors (NAPA), 20212
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Bronze Service Award for best reporting
2021 Financial Advisor IQ Service Award, 202117
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A top firm for overall DC plan sponsor satisfaction and responsiveness to the COVID-19 pandemic
Escalent and Cogent Syndicated, 20203
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#1 in six out of seven categories for exceptional support during the COVID-19 crisis
NMG Consulting, 20204
Awards for our participant experience
Helping participants plug into the power of their retirement plan
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#2 in participant satisfaction for website and online capabilities
Escalent, 20215
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Spotlight Award for participant engagement program and retirement planner
League of American Communications Professionals (LACP) 2020 Spotlight Awards, 20206
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Top rankings for Express Enroll and guided online enrollment
DALBAR, 20207
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Education award for My Learning Center
Financial Communications Society (FCS) Portfolio Awards, 20208
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Gold Stevie Award, Company of the Year
ABA Stevie Award, 20209
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Eddy Award for college planning
Pensions & Investments, 202010
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, 202115
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Plan sponsor of the year for Phifer
PLANSPONSOR, 202011
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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, 202112
LACP, 202013
ABA Stevie Award, 20208
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Eddy Award for Farm Credit Foundations loan animation
Gold Stevie Award, Marketing Campaign of the Year for "Building a strong financial foundation"
Pensions & Investments, 202112
ABA Stevie Award, 20208
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Eddy Award for Jordan's Furniture
Pensions & Investments, 202112
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Standard Chartered Bank for interactive benefits guide
LACP, 202013
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QAD, Inc. for "Financial journey" campaign
LACP, 202013
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Bronze Stevie Award, Marketing Campaign of the Year for Steel Dynamics' beneficiary campaign
ABA Stevie Award, 20208
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COVID-19 communications campaign for M. Arthur Gensler Jr. & Associates, Inc.
2021 PSCA Signature Awards Winner, 202114
1 "2020 Best in Class DC Providers", PLANSPONSOR , January 2021. 2 “Top DC Industry Wholesalers 2021,” NAPA, 2021. 3 “Cogent Syndicated Unveils Leaders in DC Plan Sponsor Client Satisfaction,” Escalent and Cogent Syndicated, 2020. 4 "When it comes to advisor support during COVID-19, a few asset managers and recordkeepers are pulling ahead,” NMG Consulting, June 2020. 5 "New Cogent Syndicated Study Names Top 10 Plan Providers for Website and Online Capabilities," Escalent, September 21, 2021. 6 2020 Spotlight Awards , Global Communications Competition, John Hancock Participant Engagement Program, League of American Communications Professionals LLC (LACP), 11/2020. 7 “DALBAR’s State of the Industry—Online Enrollment,” #2 for guided online enrollment and #5 for Express Enroll, DALBAR, Inc., October 2020. 8 “2020 Visionaries,” Financial Communications Society (FCS) Awards, Bronze award in consumer/retail for My Learning Center, September 2020. 9 "The American Business Awards," Stevie Awards Inc., 2020. 10 “John Hancock’s focus on family earns kudos from Eddy judges ,” Pensions & Investments, March 2020. 11 “2020 Plan Sponsor of the Year, Corporate 401(k) >$100MM–$250MM,” PLANSPONSOR 2020. 12 2021 Eddy Awards, Pensions & Investments, 2021. 13 “2020 Spotlight Awards,” Global Communications Competition, Top 100 Winners' Gallery, LACP, 2020. 14 "2020 Signature Awards," Plan Sponsor Council of America, COVID-19 Campaigns, 2021. 15 "PLANSPONSOR is pleased to announce the 2021 Plan Sponsor of the Year finalists, Corporate 401(k) $25MM–$50MM," PLANSPONSOR, May 2021. 16 "2021 Service Stars," PLANSPONSOR, June 2021. 17 2021 Financial Advisor IQ Service Award, Financial Advisor IQ, 2021.
Important disclosures
MGTS-P44633-GE 10/21-45953 MGR1001211858625