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.
STAR Award winner in advisor content | retirement for our State of the participant campaign
Investment Management Education Alliance (IMEA), 20241
Best financial services website award for our consolidation services consultants web page
Web Marketing Association, 20242
Adviser Choice Award for retirement plan specialist advisers' favorite recordkeeper
PLANADVISER, 20243
Most Advisor Allies of any firm, sixth year in a row
NAPA, 20244
Bronze Awards as a DC survey standout in plans with <$5M to $25M in assets
PLANSPONSOR, 20235
An Advisors' Choice top recordkeeper, with the most awards in the small market
NAPA, 20246
An Advisors' Choice top recordkeeper, with eight awards in the micro market
NAPA, 20246
Award for retirement plan advisor support
wealthmanagement.com Industry Awards, 20237
STAR Award for overall innovation for our SECURE 2.0 campaign
Investment Management Education Alliance (IMEA), 20238
Awards for our participant experience
We're helping participants plug into the power of their retirement plan.
STAR Award winner in community investment — leadership for our SmartSense program
Investment Management Education Alliance (IMEA), 20249
It's about time participant engagement program won best 401(k) service in the retirement plan support and advisor services category
Wealth Management Industry Award, 202410
Internet Advertising Competition Award winner for best financial services
Web Marketing Association, 202411
Sammy Award winner in the product of the year social media category for our Understanding the stock market series
Business Intelligence Group, 202412
Internet Advertising Competition Award winner for best financial services
- Mobile application
- Online newsletter campaign
- Email message campaign
Web Marketing Association, 202313
First place Eddy Award in ongoing investment education for our "Interactive investment" video
Pensions & Investments, 202314
First place Eddy Award in preretirement preparation for our "Achieving retirement balance" web page
Pensions & Investments, 202315
Bronze Stevie Award in the video financial services banking category for our "Interactive investment" video
Video Awards | Stevie Awards, 202316
Among top scorers for guided and express enrollment experiences
DALBAR, 202217
Our award-winning clients
Congratulations to our plan sponsors for their industry-leading plans!
2023 Best in Class 401(k) Award for United Farmers Cooperative
PLANSPONSOR, 202318
2023 Best in Class 401(k) Award for Unitil
PLANSPONSOR, 202319
Plan Sponsor of the Year for Schwarz Partners
PLANSPONSOR, 202320
First place Eddy Award for Getinge for preretirement preparation
Pensions & Investments, 202321
First place Eddy Award for Steel Dynamics for financial wellness
Pensions & Investments, 202322
Plan Sponsor of the Year for Aunt Millie’s Bakeries
PLANSPONSOR, 202223
Plan Sponsor of the Year for Matrix Technologies
PLANSPONSOR, 202224
1 "2024 Star Awards", Advisor content | Retirement _ Medium Asset Class, Investment Management Education Alliance (IMEA), October 2024. 2 “2024 Internet Advertising Competition Awards,” Web Marketing Association, Inc., 2024. 3 “2024 PLANADVISER Adviser Choice Awards,” PLANADVISER, 2024. 4 “NAPA Allied Advisors—2024,” National Association of Plan Advisors (NAPA), 2024. 5 “2022 DC Survey Standouts,” PLANSPONSOR, 2023. 6 “NAPA’s Advisors’ Choice Awards,” NAPA, 2023. 7 “Retirement Plan Support and Advisor Services,” wealthmanagement.com, 2023. 8 “2023 STAR Awards,” overall innovation—medium asset class, Investment Management Education Alliance, October 2023. 9 "2024 STAR Awards," community investment _ leadership award, Investment Management Education Alliance (IMEA), October 2024. 10 “2024 Wealth Management Industry Awards, the Wealthies.” 11 “2024 Internet Advertising Competition Awards,” Web Marketing Association, Inc., 2024. 12 “2024 Sales and Marketing Technology Awards (The Sammys),” Business Intelligence Group, 2024. 13 “2023 Internet Advertising Competition Awards,” Web Marketing Association, Inc., 2023. 14 “2023 Eddy Awards,” Ongoing Investment Education, Pensions & Investments, 2023. 15 “2023 Eddy Awards,” Preretirement Preparation, Pensions & Investments, 2023. 16 “Congratulations to the 2023 winners,” American Business Awards, Stevie Awards, Inc., 2023. 17 “DALBAR’s State of the Industry—Online Enrollment,” #2 for both guided and express enrollment experiences, DALBAR, Inc., April 2023. 18 “2023 PLANSPONSOR Best in Class 401(k) Award,” PLANSPONSOR, 2023. 19 “2023 PLANSPONSOR Best in Class 401(k) Award,” PLANSPONSOR, 2023. 20 “2023 Plan Sponsor of the Year, Corporate 401(k) > $150MM–$250MM,” PLANSPONSOR, 2023. 21 “2023 Eddy Awards,” Preretirement Preparation, Pensions & Investments, 2023 22 “2023 Eddy Awards,” Financial Wellness, Pensions & Investments, 2023. 23 “2022 Plan Sponsor of the Year, Corporate 401(k) > $150MM–$250MM,” PLANSPONSOR, 2022. 24 “2022 Plan Sponsor of the Year, Corporate 401(k) > $25MM–$70MM,” PLANSPONSOR, 2022.
Important disclosures
MGTS-P46768-GE 11/24-664405 MGR1105244001157