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.

  • #1 recordkeeper in the midmarket 

    Plan assets > $50MM–$200MM

    • #1 overall
    • #1 in participant services
    • #1 in sponsor services
    • #1 for service teams and support
    • #1 for plan administration

    PLANSPONSOR, 20211

  • Top recordkeeper by net recommendation/promoter score in the midmarket

    PLANSPONSOR, 20211

  • 36 Best in Class Awards

    PLANSPONSOR, 20211

  • Most Advisor Allies of any firm, second year in a row

    National Association of Plan Advisors (NAPA), 20202

  • A top firm for overall DC plan sponsor satisfaction and responsiveness to the COVID-19 pandemic

    Escalent and Cogent Syndicated, 20203

  • #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

  • Spotlight Award for participant engagement program and retirement planner

    League of American Communications Professionals (LACP) 2020 Spotlight Awards, 20205

  • Top rankings for Express Enroll and guided online enrollment

    DALBAR, 20206

  • Education award for My Learning Center

    Financial Communications Society (FCS) Portfolio Awards, 20207

  • Gold Stevie Award, Company of the Year

    ABA Stevie Award, 20208

  • Eddy Award for college planning 

    Pensions & Investments, 20209

  • 2019 Newsweek Best Customer Service Award

    Newsweek, 201910

Our award-winning clients

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

  • Plan sponsor of the year for Phifer

    PLANSPONSOR, 202011

  • Eddy Award for Dynetics ESOP Termination 

    Pensions & Investments, 202112

    LACP, 202013

  • 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, 20204

  • Eddy Award for Jordan's Furniture

    Pensions & Investments, 202112

  • Standard Chartered Bank for interactive benefits guide

    LACP, 202013

  • QAD, Inc. for "Financial journey" campaign

    LACP, 202013

  • Bronze Stevie Award, Marketing Campaign of the Year for Steel Dynamics' beneficiary campaign 

    ABA Stevie Award, 20208

  • COVID-19 communications campaign for M. Arthur Gensler Jr. & Associates, Inc. 

    2021 PSCA Signature Awards Winner, 202114

1 PLANSPONSOR "2020 Best in Class DC Providers", January 2021. 2 “Top DC Industry Wholesalers 2020,” NAPA, 2020. 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 2020 Spotlight Awards , Global Communications Competition,  John Hancock Participant Engagement Program, League of American Communications Professionals LLC (LACP), 11/2020. 6 “DALBAR’s State of the Industry—Online Enrollment,” #2 for guided online enrollment and #5 for Express Enroll, DALBAR, Inc., October 2020. 7 “2020 Visionaries,” Financial Communications Society (FCS) Awards, Bronze award in consumer/retail for My Learning Center, September 2020.  "The American Business Awards," Stevie Awards Inc., 2020. 9 “John Hancock’s focus on family earns kudos from Eddy judges ,” Pensions & Investments, March 2020. 10 2019 Newsweek Best Customer Service Award, Newsweek, 2019. 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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