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 mid-market
Top recordkeeper by net promoter score
Plan assets >$50M–$200M
PLANSPONSOR, 20211
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#1 overall in the mid-market
- #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, 20212
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Most Advisor Allies of any firm, third year in a row
National Association of Plan Advisors (NAPA), 20213
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Bronze Service Award for best reporting
2021 Financial Advisor IQ Service Award, 20214
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STAR award for outstanding campaign in the COVID-19 communication category
Investment Management Education Alliance, 20215
Awards for our participant experience
Helping participants plug into the power of their retirement plan
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Bronze Stevie Award, Company of the Year
ABA Stevie Award, 20216
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#2 in participant satisfaction for website and online capabilities
Escalent, 20217
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Top rankings in participant satisfaction for digital 401(k) services
J. D. Power, 20218
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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!
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Plan sponsor of the year for COFCO International USA
PLANSPONSOR, 202110
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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, 20216
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Eddy Award for Farm Credit Foundations loan animation
Pensions & Investments, 202112
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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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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 "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.
Important disclosures
MGTS-P44633-GE 01/22-46527 MGR0120221999717