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About Us
2024 Reference Point
Reference Point benchmarking report
What were the major trends that emerged for retirement plans in 2023—and what do those trends mean for 2024 and beyond?
Target Date Promo
Target Date Solutions

Feel retirement certain

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Tools and Resources

Designed to help you

Designed to evolve with participants' retirement needs in mind.

2024 Global Market Outlook Midyear Update

How central bank policy could impact your portfolio

Consistent service. Consistently excellent. Year after year.

Our clients have consistently put us at the top of the pack in Chatham Partners' annual client satisfaction survey, which includes eight of the largest recordkeepers in the industry.1

#1 Overall Satisfaction

 7 years in a row in Chatham Partners annual client satisfaction survey.

#1 Net Promoter Score

9 years in a row in Chatham Partners annual client satisfaction survey.

#1 Loyalty

4 years in a row in Chatham Partners annual client satisfaction survey.

  

Chatham Partners 2023 Client Satisfaction Survey. Chatham’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: © 2015 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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