We’re proud that our clients recognize the outstanding service we provide.
The awards earned for our shared efforts demonstrate the bold steps we’re taking to transform the workplace saving system.
Our awards make it clear that, when it comes to providing the tools participants need to achieve their desired retirement outcomes, we are winning — together.
The most favorable and best-rated 401(k) company among advisers2
Notable No. 1 finishes include:2
- Value for price (8 years in a row)
- Best overall service to small plans (3 years in a row)
- Participant website and online tools
- Sponsor website and reporting
- Advisor sales/marketing support
- Web tools/functionality for advisors
- Fee structure for advisors
- 77 best-in-class awards (cups)
- 7 service commendations
Recognition for creative participant education excellence 3
PSCA Signature Awards
Hermes Creative Awards
P&I Eddy Awards
Retirement Plan Monitor gold medal
Top 100 Innovators in Diversity & Inclusion (2018 Mogul4)
Best Companies to Work For In Colorado (Zippia5)
America’s Best Customer Service (2019 Newsweek6)
"Our top rankings are a testament to the valuable features and excellent services we provide plan sponsors."
1 Based on best-in-class awards from PLANSPONSOR 2019 DC Survey, February 2020.
2 PLANADVISER retirement plan adviser survey, October 2019.
3 MarCom awards as of November, 2019. Pensions & Investments, Hermes, Communicator, NAGDCA, Retirement Plan Monitor as of December 31, 2019. PSCA Signature award as of May, 2020.
4 Mogul, onmogul.com, January 2018.
5 2019 Zippia Best Place to Work Rankings.