On the Horizon

2026 Midyear Market Outlook: Five shifts reshaping markets 

Markets remain resilient, but the investment environment is becoming more fragmented and selective.

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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.*

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

*All 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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