Update: Plan Health data has been refreshed with 12/31/25 data and is now available. Thank you for your patience.  

2026 Global Market Outlook: Minds, machines, and market shifts

AI will continue to drive growth in 2026, but investors will need to be clear-eyed about the risks while exploring growing opportunities in non-tech sectors.

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Feel retirement certain

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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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