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The 2021 DC Survey Standout silver logo for providers who received the highest marks for when
the insights summarized here do not representadvice on any aspect of plan design
The 2022 Asset Management & Servicing IIA Finalists hi-res logo for ESG
The 2023 RPAY Finalists hi-res logo for Diversity
The 2024 PLANSPONSOR DC Standout Silver: Plan Assets >$200MM–$1B
Logo: 2025 PLANSPONSOR Service Star Include Plaque?:No The 2021 DC Survey StandoutThe 2025 PLANSPONSOR Service Star Awards program recognizes the retirement plan account representatives and relationship managers who, in the words of their plan sponsor clients, have demonstrated exemplary service. All sales are final.
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