Test Alert

The awards earned for our shared efforts demonstrate the bold steps we're taking to transform the workplace saving system. We are proud that our clients recognize the outstanding service we provide.

Outstanding Service1


40 best-in-class awards

We rank first in these key categories:1

Most awards in Plan Administration
Most awards in Account/Service Teams

The best-rated 401(k) company among advisers2


Notable No. 1 finishes include:2

  • Best overall service — micro and small plans
  • Best wholesalers
  • Best fee structure for advisers
  • Best value-added adviser services
  • Best value for price

Recognition for creative participant education excellence3

  • 55 MarCom Awards
  • 46 Hermes Creative Awards
  • 3 P&I Eddy Awards
  • More NAGDCA Leadership Recognition Awards than any other provider in 2017

1 Based on best-in-class awards from PLANSPONSOR 2016 DC Survey, February 2017.

2 PLANADVISER retirement plan adviser survey, September 2017.

3 Pensions & Investments, Eddy Awards, March 2015; MarCom and Hermes Creative Awards, awarded in 2017.

4 Mogul, onmogul.com, January 2018.

5 Denver Business Journal, 2017 Largest Corporate Philanthropists November 2017.