Reference Point
2024 Midyear Report
Are older participants staying in the plan? Do Roth savers save more?
Feel retirement certain
Designed to help you
Designed to evolve with participants' retirement needs in mind.
Make it personal: The next chapter for target date solutions
Target date solutions have transformed the U.S. retirement landscape.
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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