Upcoming nondiscrimination testing deadline

Due 2/28/2026: Remove excess distributions from ADP and ACP Nondiscrimination Testing and Annual Questionnaire to correct any failures. Learn more.

On the Horizon

2026 U.S. Retirement Market Outlook: Adapting to an evolving system

Policy shifts and advances in technology are reshaping the retirement landscape.

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Tools and resources

Designed to help you

Designed to evolve with participants' retirement needs in mind.

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Retirement Ecosystem

Discover the power of choice and personalization for participant retirement investing. 

Consistent service. Consistently excellent. Year after year.

Our clients have consistently put us at the top of the pack in the annual client satisfaction survey conducted by NMG Consulting, which includes six of the largest recordkeepers in the industry.1

#1 Overall satisfaction

9 years in a row

#1 Net Promoter Score

11 years in a row 

#1 Loyalty

6 years in a row

  

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2025 Annual Client Satisfaction Survey conducted by NMG Consulting. NMG's proprietary industry benchmark includes 6 major retirement industry providers.

1All references contained in this presentation to Net Promoter Score (NPS) or Net Promoter Methodology are governed by the following copyright disclaimer: © 2024 Satmetrix Systems, Inc. All rights reserved. Net Promoter, Net Promoter Score, and NPS are trademarks of Satmetrix Systems, Inc., Bain & Company, Inc., and Fred Reichheld.

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We’re driven by our purpose: Keeping retirement at the heart of everything we do.

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