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Findings are
The 2026 PLANSPONSOR Best in Class DC Plan Provider Standouts Silver: Plan Assets >$1B
The 2023 Asset Management & Servicing IIA Finalists hi-res logo for Data and Technology
Top 10 lists reflect the percentage of respondents who recognized the recordkeeper as having the “best service” in that category
The 2025 PLANSPONSOR Best in Class 401(k) hi-res logo
Logo: 2026 PLANADVISER Retirement Plan Adviser of the Year - Plan Participant Service Micro Plan Findings areThe 2026 PLANADVISER Retirement Plan Adviser of the Year hi res logo for Plan Participant Service. All sales are final. Note: Disclosure statements are included with all logos associated with retirement advisers. Purchasing the hi res logo grants the purchaser full license to use the logo in all marketing on all platforms in perpetuity. However, the rights are not transferable.
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