Designed to evolve with participants' retirement needs in mind.
Our annual benchmarking tool examines trends and shares expert commentary to help inform your plan design.
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
7 years in a row in Chatham Partners annual client satisfaction survey.
9 years in a row in Chatham Partners annual client satisfaction survey.
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.