Principal Financial Group, TIAA, John Hancock, Lincoln Financial and Nationwide were all recognized as top retirement plan providers in DALBAR’s annual Plan Sponsor Website Ranking, which takes a holistic look at online resources offered to plan sponsors.
Principal and TIAA secured top spots in the Plan Sponsor Website Ranking, demonstrating excellence in functionality, usability, and behavior-centric support. Principal also stood out for its innovative Retirement Wellness Score tracker and interactive charts, while TIAA was recognized for robust financial wellness resources and its Plan Sponsor Calendar housed directly on the dashboard.
John Hancock was lauded for its multi-faceted and informative analytic reports, merging best practices in data visualization and user experience. It also provides context-specific support, facilitating more seamless utilization of the platform.
Lincoln Financial and Nationwide were recognized for their robust training and support resources, enabling plan sponsors to navigate complex reporting systems and maximize their use of available tools. Lincoln Financial also received praise for its well-organized dashboard design and clear labeling, while Nationwide was noted for its exceptional customization options and effective use of color coding.
“At Lincoln Financial, we are committed to meeting the needs of plan sponsors and administrators, and we are consistently seeking opportunities to provide the best digital experience possible,” said Sharon Scanlon, senior vice president, Workplace Solutions Customer Experience, Marketing and Transformation. “This recognition by DALBAR is a testament to our commitment and we are thrilled our efforts toward robust training and support, as well as an organized dashboard and design and clear labeling are supporting the needs of those we serve.”
It was the fifth consecutive DALBAR Customer Experience Excellence Award for Nationwide, underscoring the company’s dedication to providing top-tier service across retirement live phone support channels and digital touchpoints, including online platforms and mobile interfaces.
“We are incredibly honored to receive the DALBAR Customer Experience Excellence Award for the fifth year in a row. This accolade highlights our relentless commitment to exceptional service and our dedication to continually enhancing customer experience. We sincerely appreciate this prestigious recognition,” said Cheryl Thompson, Vice President of Operations – Retirement Solutions at Nationwide.
“Nationwide’s consistent top performance demonstrates not only their commitment to customer service but also their forward-thinking approach. Year after year, they set a high bar for the industry, and we’re proud to recognize them once again for delivering exceptional experiences that meet our rigorous standards,” said Shelley Eramo, Director at DALBAR.
The DALBAR award, widely recognized in the financial services industry, is the result of a rigorous, year-long audit evaluating customer service across multiple channels. Focused studies on Self-Service Reporting and Plan Sponsor Plan Dashboards delve more deeply into the specific functionality of reporting tools and dashboards.
SEE ALSO:
• DALBAR Honors Best Participant Phone Support, Customer Experience