Logo: 2025 PLANSPONSOR Best in Class DC Plan Provider Standouts_ Silver: Plan Assets <$5MM Participant Survey The 2025 PLANADVISER Retirement Plan

The 2025 PLANADVISER Retirement Plan Adviser Of The Year hi-res logo for Inclusivity and Career Development

PLANSPONSOR magazine has been the trusted information and solutions resource for America’s retirement and financial benefit decisionmakers for 30 years

advisers needed to have worked with a DC plan provider at least once to offer feedback on it

from DC plans of all sizes

Logo: 2025 PLANSPONSOR Best in Class DC Plan Provider Standouts_ Silver: Plan Assets <$5MM Participant Survey The 2025 PLANADVISER Retirement PlanThe 2025 PLANSPONSOR Best in Class DC Plan Provider Standouts Silver: Plan Assets <$5MM All sales are final.