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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Award for retirement plan advisor support
WealthManagement.com Industry Awards, 202220
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25 Advisors' Choice Awards across all five market segments
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 ($50M–$200M)
PLANSPONSOR, 20222
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Most Advisor Allies of any firm, fourth year in a row
NAPA, 20224
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Service Star Awards for two of our relationship managers
PLANSPONSOR, 20213
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Bronze Award as a DC Survey Standout in the mid segment ($50M–$200M)
PLANSPONSOR, 202217
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STAR Award for outstanding campaign in the COVID-19 communication category
Investment Management Education Alliance, 20216
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Bronze Service Award for best reporting
2021 Financial Advisor IQ Service Award, 20215
Awards for our participant experience
We're helping participants plug into the power of their retirement plan.
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Top rankings for quick enrollment experience and traditional enrollment
DALBAR, 20228
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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 in participant satisfaction for digital 401(k) services
J.D. Power, 20219
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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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Financial Wellness Award for Wiley|Wilson, Inc.
Retirement Advisor Council, 202219
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Plan Sponsor of the Year for Aunt Millie’s Bakeries
PLANSPONSOR, 202213
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Plan Sponsor of the Year for Matrix Technologies
PLANSPONSOR, 202215
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Bronze Stevie Award, Company of the Year
ABA Stevie Award, 202110
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Plan Sponsor of the Year for COFCO International USA
PLANSPONSOR, 202112
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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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Eddy Award for Dynetics ESOP Termination
Bronze Stevie Award, Marketing Campaign of the Year for Dynetics ESOP Termination campaign
LACP Platinum, Best Debut, and #2 overall for Dynetics ESOP Termination
Pensions & Investments, 202114
ABA Stevie Award, 202110
LACP, 202015
1 “NAPA's Advisors' Choice Award,” National Association of Plan Advisors (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 “2022 Plan Sponsor of the Year, Corporate 401(k) >$150MM–$250MM,” PLANSPONSOR, 2022. 14 “2021 Eddy Awards,” Pensions & Investments, 2021. 15 “2022 Plan Sponsor of the Year, Corporate 401(k) >$25MM–$70MM,” PLANSPONSOR, 2022. 16 “2020 Signature Awards,” Plan Sponsor Council of America, COVID-19 Campaigns, 2021. 17 2021 DC Survey Standouts, PLANSPONSOR, 2022. 18 “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. 19 "Retirement Advisor Council Announces Financial Wellness Award Winners," Retirement Advisor Council, 8/16/22. 20 "Retirement Plan Support And Advisor Services," WealthManagement.com, 2022.
Important disclosures
MGTS-P46768-GE 9/22-46768 MGR0914222423041