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.

Awards for our participant experience

Helping participants plug into the power of their retirement plan

  • Bronze Stevie Award, Company of the Year

    ABA Stevie Award, 20216

  • #2 in participant satisfaction for website and online capabilities

    Escalent, 20217

  • Top rankings in participant satisfaction for digital 401(k) services

    J. D. Power, 20218

  • Top rankings for quick enrollment experience and traditional enrollment 

    DALBAR, 20229

Our award-winning clients

Congratulations to our plan sponsors for their industry-leading plans!

1 "2020 Best in Class DC Providers," PLANSPONSOR, January 2021. 2 "2021 Service Stars," PLANSPONSOR, June 2021. 3 “Top DC Industry Wholesalers 2021,” NAPA, 2021. 4 2021 Financial Advisor IQ Service Award, Financial Advisor IQ, 2021. 5 STAR Awards, Investment Management Education Alliance, 2021. 6 "The American Business Awards," Stevie Awards Inc., 2021. 7 "New Cogent Syndicated Study Names Top 10 Plan Providers for Website and Online Capabilities," Escalent, 9/21/21. 8 “Many Retirement Plans Miss Mark on Delivering Guidance to Participants through Digital Channels, J.D. Power Finds,” J.D. Power, September 2021. 9 “DALBAR’s State of the Industry—Online Enrollment,”  #1 for quick enrollment and #4 for traditional enrollment, DALBAR, Inc., January 2022. 10 "PLANSPONSOR is pleased to announce the 2021 Plan Sponsor of the Year finalists, Corporate 401(k) $25MM–$50MM," PLANSPONSOR, May 2021. 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.

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