Dalbar's Best of the Best In Investor Statements In 2016

Dalbar has identified Merrill Lynch, BlackRock, Bank of America Merrill Lynch, Prudential, MassMutual and AIG as the #1 ranked statements in each of their respective peer groups.

Dalbar Announces the 2016 Annuity Service Award Winners

Dalbar identifies the top annuity providers when it comes to service to contract owners. AIG, AXA and Prudential stood out from the rest of the industry, earning the coveted Dalbar 2016 Annuity Service Award.  

Dalbar Announces Its 2016 Mutual Fund Service Award Winners

Dalbar identifies the mutual fund providers leading the industry when it comes to shareholder service

Dalbar Announces Its 2016 Insurance Service Award Winner

(Boston, MA. December 8, 2016) Today Dalbar announced the winner of its annual Insurance Service Award. For the second consecutive year The Guardian Life Insurance Company of America’s (Guardian) Individual Disability Income Insurance topped the insurance contact center rankings and earned the Insurance Service Award. Guardian was the only insurance provider to earn this distinction for 2016.

JPMorgan Funds Tops Dalbar’s 2016 Sales Desk Rankings

Dalbar announced the winner of their Excellence in Sales Support Award today. JPMorgan Funds once again topped the sales desk rankings, earning the Excellence in Sales Support Award for the sixteenth consecutive year

LPL Financial Service Teams Earn Dalbar’s Recognition for Excellence Award

Dalbar announced today that LPL Financial has earned Recognition for Excellence Awards for the level of service provided by its Worksite Financial Solutions and Investor Solutions call center support teams.

Dalbar Offers Template to Create BICE Budget Identifies 13 Impact Areas

Firms have already spent millions in preparation for the April 10, 2017 date of the Best Interest Contract Exemption (“BICE”) of the DoL’s Fiduciary Rule. 

What Do Investors Want…R-E-S-P-E-C-T Dalbar Finds JP Morgan, Prudential & Guardian Deliver

(Boston, MA. July 26, 2016) According to a recent Dalbar Study on meeting the needs of wealthy investors, the things that really have a negative impact on their overall customer service experience, and make them consider moving their money, is when a representative “does not listen, is disinterested and rushes me off the phone.”

Accuracy is Everything when it comes to Service Dalbar Announces Top 3 Mutual Fund, Insurance & Annuity Service Providers

According to the recently released Dalbar study “Meeting the Needs of High Net Worth Investors”, what matters most to wealthy investors when calling a financial services firm is:

Death by Benchmarking (Compensation) Dalbar Introduces Profit-Based Pricing Model Calculator to Avoid Fee Compression

As part of the Best Interest Contract Exemption (BICE), advisors are prohibited from making recommendations that will cause compensation for their services that is in excess of reasonable compensation. 

DOL Fiduciary Rule is the new sheriff in town Dalbar introduces solutions to new law of the land

The Fiduciary Rule is now the “Law of the Land” and financial services institutions and professionals must choose a future course of business.

Dalbar Study Finds Investors Walk If Service Not Up To Snuff

Dalbar recently released its study, Meeting the Needs of the High Net Worth Investor, which examined what is most important to wealthy investors when they call, email or visit the websites of the financial services firms they choose to do business with.

Dalbar Announces Best Statements of 2015 BlackRock, Bank of America Merrill Lynch and Merrill Lynch Wealth Management Come Out on Top

Dalbar, Inc. released its 18th annual Trends and Best Practices in Investor Statements report which evaluates the statement’s ability to address the needs of both investors and financial advisors. 

Putnam Investments Earns Dalbar Total Client Experience Award

Dalbar announced today the 2015 winner of its Total Client Experience Award. For the fifth consecutive year, Putnam Investments was the only firm to emerge as a leader in the combination of quality, accuracy, and security of customer service provided to investors.

Nationwide earns 2015 Dalbar Recognition for Excellence Awards & Plan Participant Service Award

Dalbar, Inc. announced today that Nationwide’s institutional commitment to a superior standard of care earned it four Dalbar awards.

Dalbar Announces Its 2015 Insurance Service Award Winners

Today Dalbar released the 2015 winners of its annual Insurance Service Award. Guardian and Genworth emerged as customer service leaders and ranked #1 and #2 respectively in 2015. 

Dalbar Announces Its 2015 Annuity Service Award Winners

Today DALBAR released the 2015 winners of its annual Annuity Service Award. AIG Variable Annuities, AXA, Genworth, New York Life, and Prudential Financial emerged as the customer service leaders in 2015. 

Dalbar Announces Its 2015 Financial Intermediary Service Award Winners

Today Dalbar released the 2015 winners of its annual Financial Intermediary Service Award.  BlackRock, Deutsche Asset & Wealth Management, Goldman Sachs, and Pacific Life emerged as service leaders in 2015. 

Dalbar Announces Its 2015 Mutual Fund Service Award Winners

Today Dalbar released the 2015 winners of its annual Mutual Fund Service Award. BlackRock, Deutsche Asset & Wealth Management, JPMorgan Funds, MainStay Investments, Primerica, Putnam Investments and Voya emerged as the superior service providers in customer service in 2015. 

Dalbar finds American Century, Edward Jones, Putnam and Wells Fargo put tax resources at their clients’ fingertips

 DALBAR, Inc. announced the release of its Trends and Best Practices in Tax Reporting . This report recognized those brokerage, mutual fund and annuity firms who emphasize tax resources by making them easy to find and easy to use.  

BNY Mellon earns Dalbar Recognition for Excellence Award for the call center service they provide for Pacific Funds, Tweedy, Browne Fund Inc., and Voya Financial

Dalbar, Inc. announced today that BNY Mellon earned Recognition for Excellence for the exceptional customer service they provide as the transfer agent for Pacific Funds, Tweedy, Browne Fund Inc. and Voya Financial Mutual Funds & 529 Plans.

Dalbar PINPOINTS INVESTOR PAIN ANNUAL REPORT OF INVESTOR RETURNS SHOWS WHEN BIGGEST GAPS OCCURRED

In 30 years of monthly investor returns, Dalbar found that equity investors underperformed the S&P 500 to the greatest extent in October, 2008. In this month, equity investors lost 24.21% compared to an S&P loss of 16.80% for a net underperformance of 7.41 percentage points.

E*Trade, Fidelity Investments and JP Morgan Harness the Power of the Human Voice

Dalbar, Inc. announced today the release of its evaluation of financial services firms mobile apps, which included an in-depth study and review of 45 applications. 

Dalbar Study Finds American Funds, Putnam and Voya are Pioneers in Professional Mobile Support

Dalbar, Inc. announced today the release of its evaluation of financial services firms’ financial advisor web sites. This evaluation included an in-depth study and review of 39 Web sites.

Putnam Investments Earns Dalbar Total Client Experience Award

Dalbar announced today the 2014 winner of its Total Client Experience Award. For the fourth consecutive year, Putnam Investments was the only firm to emerge as a leader in the combination of quality, accuracy, and security of customer service provided to investors.

Dalbar Announces Best Investor Statements of 2014 AIG, BlackRock, Edward Jones, MassMutual, Merrill Lynch, & Prudential come out on top

Dalbar, Inc. released its 17th annual Trends and Best Practices in Investor Statements report which evaluates the statement’s ability to address the needs of both investors and financial advisors. The firms ranked #1 include: AIG for annuities, BlackRock for mutual funds, Edward Jones for brokerage, MassMutual for defined benefit, Merrill Lynch for defined contribution, and Prudential for total retirement.

Dalbar Announces Its 2014 Financial Intermediary Service Award Winners

Today Dalbar released the 2014 winners of its annual Financial Intermediary Service Award. The following firms emerged as award winners and service leaders in 2014 (in alphabetical order): BlackRock, Deutsch Asset & Wealth Management, Goldman Sachs, Lord Abbett, and Pacific Life.

Genworth Earns Dalbar Life & Long Term Care Insurance Service Awards

Dalbar announced today the 2014 winners of its annual Life & Long Term Care Insurance Service Awards. Genworth ranked first for the high quality of service in long term care and third for the quality of service provided to life insurance policyholders. With this industry leading service, Genworth has earned both the Dalbar Long Term Care and Life Insurance Service Awards in 2014.

Dalbar Announces Its 2014 Mutual Fund Service Award Winners

(Boston, MA. December 10, 2014) Today Dalbar released the 2014 winners of its annual Mutual Fund Service Award. BlackRock, Deutsche Asset & Wealth Management, JPMorgan Funds, Lord Abbett, MainStay Investments, Primerica, and Putnam Investments emerged as the premier service providers in customer service in 2014.

Nationwide Earns Dalbar 2014 Plan Participant Service Award

Dalbar announced today the 2014 winner of its annual Plan Participant Service Award. Within the retirement plan industry, Nationwide was the only firm to emerge as a leader in customer service in 2014.

Dalbar Study Finds Mobile Users Prefer Apps over Sites Franklin Templeton, Merrill Lynch, Nationwide, Wells Fargo respond by “appifying” their mobile sites

Dalbar, Inc. announced today the release of its national evaluation of financial services firms mobile optimized websites. This evaluation included an in-depth study and review of a total of 46 Mobile Web sites across mutual funds, life insurance and annuity and retirement plans.

AllianceBernstein and Jackson National websites promote “Go Green” Dalbar study finds Championing Environment Resounds with Investors

Dalbar, Inc. announced today the release of its national e-Delivery benchmarks study which tracks the trends in delivering statements and other financial documents to investors electronically. The study summarizes the findings of an online survey of digital/project managers, executives, and communication specialists across financial services.

Web Sites Fail at Defending 401k Rollover Attrition Dalbar Finds Silver Lining at Voya Financial

(Boston, MA September 15, 2014) Dalbar, Inc. announced today the release of its evaluation of financial services firms' retirement plan web sites. This evaluation included an in-depth study and review of 48 web sites.

Dalbar Survey Finds Investors Want the Answer to “How Did MY Account Do?”

(Boston, MA. July 16, 2014) Dalbar, Inc. announced today the release of its national study of what investors find important and want to see most on the statement they receive from their financial services company.

Dalbar and Target Date Analytics Call for Five Point Risk Indicators

(June 9, 2014, Boston, MA) Dalbar, Inc. and Target Date Analytics LLC (Dalbar/TDA) have jointly filed a comprehensive response to the Securities and Exchange Commission (SEC) request for comments on Target Date Fund Name Marketing.

The Newport Group and Principal Financial Web Sites make “How am I Doing?” Center Stage for Investors according to the Dalbar Retirement Plan Web Site Leadership Report

Showing employees where they stand on the journey to retirement should be the overriding focus of every retirement plan participant web site. Unfortunately, this central theme is often relegated to some obscure location, tucked away behind the curtain of security. Operational tools, disclosures, fear of making misleading statements, arcane language and decision making tools have pushed the key question, “How Am I Doing?” off the center stage.

American Century, Nationwide Retirement Solutions and USAA earn Dalbar Kudos for Having Mobile Optimized Websites

(Boston, MA. May 19, 2014) Dalbar, Inc. announced today the release of its first-ever national evaluation of financial services firms mobile optimized websites. This evaluation included an in-depth study and review of a total of 44 Mobile Web sites.

Health Insurers need to put the “Explanation” back in EOB

(Boston, MA. April 30, 2014) Dalbar, Inc. announced today the release of the fifth annual Trends and Best Practices in Explanation of Benefit (EOB) Statements report. This report evaluates the effectiveness of EOBs in addressing the needs of the health insurance plan member.

2014 Dalbar QAIB Highlights Futility of Investor Education

(Boston, MA. April 9, 2014) Dalbar’s annual Quantitative Analysis of Investor Behavior (QAIB) celebrates its twentieth edition of measuring the shortfall in retail investor real returns. Each year, the QAIB report monitors the gap between leading indicators of investment performance and what mutual fund investors actually earn. The report has focused on the fact that in addition to availability and need for cash, the major cause of the shortfall has been withdrawing from investments at low points and buying at market highs.

New York Life Retirement Plan Services Earns Dalbar Mobile Seal of Excellence for its MYLIFENOW App

Boston, MA (January 28, 2014) – Dalbar, Inc. announced today that New York Life Retirement Plan Services (New York Life) was awarded the Dalbar Mobile Seal of Excellence for its MYLIFENOW app.  Recipients of this award demonstrate excellence in multiple evaluation areas and provide an offering that effectively fulfills a need and proves itself worthy of recurring visits.

Putnam Investments Earns Dalbar Total Client Experience Award

(Boston, MA. January 16, 2014) Dalbar announced today the 2013 winner of its Total Client Experience Award. For the third consecutive year, Putnam Investments was the only firm to emerge as a leader in the combination of quality, accuracy, and security of customer service provided to investors.

Dalbar Announces the 2013 Investor Statement Champions

(Boston, MA. January 9, 2014) Dalbar, Inc. released its 16th annual Trends and Best Practices in Investor Statements report which evaluates the statement’s ability to address the needs of both investors and financial advisors. The firms ranked #1 include: BlackRock for mutual funds, Mass Mutual for defined benefit, Merrill Lynch for defined contribution, Pershing for brokerage, Prudential for total retirement, and SunAmerica for annuities.

Dalbar Announces the Winners of Its 2013 Award for Excellence in Sales Support in Financial Services

(Boston, MA. December 11, 2013) Today Dalbar released the 2013 winners of its annual award for excellence in sales support. For the third consecutive year, Allianz Life Insurance Company of North America and JPMorgan Funds emerged as the leaders in sales support in 2013.

Genworth Earns Dalbar Life & Long Term Care Insurance Service Awards for 2013

(Boston, MA. December 10, 2013) Dalbar announced today the 2013 winners of its annual Life & Long Term Care Insurance Service Awards. Genworth was the only firm in the life insurance or long term care insurance industry to emerge as a leader in customer service for 2013.

Dalbar Announces Its 2013 Mutual Fund Service Award Winners in Financial Services

(Boston, MA. December 5, 2013) Today Dalbar released the 2013 winners of its annual Mutual Fund Service Award. BlackRock, Deutsche Asset & Wealth Management, JPMorgan Funds, Lord Abbett, MainStay Investments, Primerica, and Putnam Investments emerged as the leaders in customer service in 2013.

Dalbar Announces the Trailblazers in the Mobile Economy

(Boston, MA. November 21, 2013) Dalbar, Inc. announced today the release of its first-ever international evaluation of financial services firms mobile apps. This evaluation included an in-depth study and review of a total of 45 applications.

Pershing earns 2013 Dalbar Recognition for Excellence Award

(Boston, MA. August 5, 2013) Dalbar, Inc. announced today that Pershing earned Recognition for Excellence for providing exceptional call center service to back offices within financial services organizations.

North American Professional Liability Insurance Agency, LLC (NAPLIA) Announces Strategic Alliance With Dalbar, Inc.

FRAMINGHAM, Mass. (July 31, 2013) -- Dalbar, Inc. and North American Professional Liability Insurance Agency, LLC (NAPLIA) have formed a strategic alliance offering Dalbar 3(38) Certification and reduced costs on professional liability insurance.

Dalbar Introduces Asset Allocator Ratings as Antidote for Investor Behavior

Dalbar released its annual study on investor returns that reports on what individual investors earn from their mutual funds. As in previous years, the 2013 Quantitative Analysis of Investor Behavior (QAIB) study shows the gap between what investors earned over various time periods up to 20 years and the most popular investment indices.

Waddell & Reed earns Dalbar Recognition for Excellence Award

Dalbar, Inc. announced today that Waddell & Reed earned Recognition for Excellence for its exceptional customer service provided to investors and financial advisors. This is the third consecutive year that Waddell & Reed has achieved this level of excellence in serving the needs of both investors and financial professionals.

Dalbar releases reports on Investor Statements - Client Statements Still Fall Short Across All Industries In Answering the Question”What am I Paying?”

Dalbar, Inc. announced the release of its 15th annual Trends and Best Practices in Investor Statements reports for Brokerage, Mutual Funds, Annuities and Retirement Plans. These reports evaluate the statement’s ability to address the needs of both the investor and the financial professional.

Dalbar Announces Its 2012 Financial Intermediary Service Award Winners

Today Dalbar released the 2012 winners of its annual Financial Intermediary Service Award. Allianz Life Insurance Company, BlackRock, DWS Investments, Goldman Sachs, John Hancock Annuities, Lord Abbett, and Pacific Life emerged as service leaders in 2012.

Dalbar Announces the Winners of Its 2012 Award For Excellence in Sales Support in Financial Services

Today DALBAR released the 2012 winners of its annual award for excellence in sales support. For the second consecutive year, Allianz Life Insurance Company of North America and JP Morgan Funds emerged as the leaders in sales support in 2012.

Pacific Life Earns Dalbar Financial Intermediary Premier Service Award

Dalbar announced today the 2012 winners of its annual Financial Intermediary Premier Service Award. Pacific Life is the only firm to achieve excellence in the premier service provided to financial professionals in 2012.

Dalbar Issues Excellence Award to Cigna for Health Care Innovation

Global health service company Cigna (NYSE: CI) is the first health plan to be awarded the Dalbar Recognition for Excellence for 2012. Dalbar issued the excellence award to recognize Cigna's My Personal Champion® program that offers specialized support for customers with serious illnesses.

Dalbar Announces Its 2012 Mutual Fund Service Award Winners in Financial Services

Today DALBAR released the 2012 winners of its annual Mutual Fund Service Award. BlackRock, DWS Investments, JPMorgan Funds, Lord Abbett, Mainstay Investments, Primerica, Putnam Investments and Transamerica Funds emerged as the leaders in customer service in 2012.

2012 Annuity Service Award Winners

Today DALBAR released the 2012 winners of its annual Annuity Service Award. AXA Equitable-Equivest, Genworth, New York Life, Pacific Life, Prudential Financial and SunAmerica Annuity and Life Assurance Company emerged as the leaders in customer service in 2012.

Ultimate 3(38) to Focus on Upgrading ERISA Fiduciary Status

An important consequence of ERISA fee disclosure regulations is the visibility of fiduciaries who will be required to declare their status in writing after July 1, 2012.

2012 Explanation of Benefits Statements

Dalbar, Inc. announced today the release of the third annual Trends and Best Practices in Explanation of Benefit (EOB) Statements report. This report evaluates the effectiveness of EOBs in addressing the needs of the health insurance plan member.

2012 QAIB Press Release

While the volatility of the 2011 markets ended with large gains for bond holders and a small profit for equities, the mutual fund investor did not fare as well.

Fee Disclosure Certification

Forthcoming fee disclosures for all ERISA plans will challenge service providers to demonstrate the value of their services in financial terms and challenge plan sponsors to demonstrate that the services are worth the money. These challenges could be highly disruptive for the service providers and plan sponsors who fail the challenge

2011 Total Client Service Experience Award

DALBAR announced today the 2011 winner of its Total Client Experience Award. Putnam Investments was the first firm to emerge as a leader in the combination of quality, security and accuracy of customer service provided to investors.

2011 Financial Intermediary Premier Service Award Winners

Dalbar announced today the 2011 winners of its annual Financial Intermediary Premier Service Award. Pacific Life was the only firm to emerge as a leader in the premier service provided to financial professionals in 2011.

2011 Sales Desk Support Award Winner

Today Dalbar released the 2011 winners of its annual award for excellence in sales support. Allianz Life Insurance Company of North America and JP Morgan Funds emerged as the leaders in sales support in 2011.

2011 Retirement Plan Service Award Winner

Dalbar announced today the 2011 winners of its annual Retirement Plan Service Award. Prudential Retirement was the only firm in the retirement plan industry to emerge as a leader in customer service in 2011.

2011 Life Insurance Service Award Winner

Dalbar announced today the 2011 winners of its annual Life Insurance Service Award. Genworth Financial was the only firm in the life insurance industry to emerge as a leader in customer service in 2011.

2011 Annuity Service Award Winners

Dalbar released the 2011 winners of its annual Annuity
Service Award. AXA Equitable-Equivest, New York Life, Pacific Life, Prudential Financial and
SunAmerica Annuity and Life Assurance Company emerged as the leaders in customer service in 2011.

InvestEdge Earns Dalbar Seal of Excellence

Dalbar, Inc. announced today that InvestEdge, Inc. was awarded the Dalbar Seal of Excellence for Communications on its Client Performance Reporting Documents. The Dalbar Seal is the recognition awarded to financial service communications that display excellence in meeting the needs of their customers.

Dalbar Announces RF™ Curriculum for IRA Advisers

Dalbar’s Registered Fiduciary (“RF™”) program has been upgraded with the addition of the RF™ for IRA that qualifies advisers to meet the requirements of the final regulations on investment advice. These regulations require that investment advice given to any IRA investor or 401(k) participant must meet new fiduciary requirements by December 27, 2011.

MetLife Innovations in Employee Benefits Implementation Earn Dalbar Awards for Excellence

Recognizing MetLife’s achievements in Group Employee Benefits, DALBAR Inc. presented two of the company’s customer service processes with the DALBAR Recognition for Excellence Award.

Dalbar e-Delivery Benchmark Study

Dalbar, Inc.announced today the release of its national e-Delivery Benchmarks study. The e-Delivery Benchmarks report summarizes the findings of an online survey of digital product/project managers, executives, and communication specialists in the brokerage, employer-sponsored retirement plan, life insurance, mutual fund and variable annuity industry. Findings cover the prevalence of electronic delivery of quarterly statements, annual reports, prospectuses, tax documents, transaction confirmations and other client communication.

Dalbar Announces Registered Fiduciary Program for 401(k) Advisors

Dalbar, Inc. has introduced the first in the nation fiduciary designation that unmistakably identifies advisors that commit in writing to act as fiduciaries and have the skills and training to perform at that level of care. Training for the new designation is provided by a number of Qualified Training Organizations or through a self study program.

Dalbar 2010 QAIB - Investors Can Manage Psyche to Capture Alpha

In spite of the recovery of the stock market, a general unease continues as sectors of the economy struggle to gain solid footing. Dalbar’s annual Qualitative Analysis of Investor Behavior (QAIB) continues to present ways to reduce destructive investor behavior.

T. Rowe Price Leads the Way with Fee Disclosure

Dalbar, Inc. announced today the release of its 13th annual Trends and Best Practices in Investor Statements for Retirement Plans. This report evaluates benefit statements ability to address the needs of participants and beneficiaries.

Dalbar and FPR.com on 408(b)(2) Delivery Service

(Boston, February 15, 2011) Ever since the release of the regulations on July 15, 2010 broker/dealers have been seeking a method to reliably capture the data required to meet the effective date of July 16, 2011 (which has now been changed to January 1, 2012). These regulations mandate that every covered plan (virtually all 401(k) and most 403(b) plans) must receive prescribed disclosures by the effective date. The problem facing many firms is how to accurately identify all covered plans and secure the required information about each one, since records are not currently maintained in a way that permits compliance.

Dalbar releases report on Mutual Fund Statements

Dalbar, Inc. announced today the release of its 13th annual Trends and Best Practices in Investor Statements report for Mutual Fund firms. This report evaluates the client statements ability to address the needs of the investor.

Dalbar Announces Its 2010 Service Award Winners in Financial Services

Today Dalbar released the 2010 winners of its annual Service Awards as well as Key Honors recipients. For over two decades, Dalbar has conducted rigorous testing of service delivery and, each year identifies those mutual fund, broker/dealer, annuity, life insurance and retirement plan providers that were found to be above their peers in service to clients and to financial professionals after a full year of continuous testing.

Brokerage Firms Continue to Emerge from the Middle Ages of Client Reporting

Dalbar, Inc. announced today the release of its 13th annual Trends and Best Practices in Investor Statements report for Brokerage firms. This report evaluates the client statements ability to address the needs of both the investor and the financial professional.

How Does Your Explanation of Benefits Statement Measure Up to the Competition?

Do you believe your company produces cutting-edge Explanation of Benefits statements? If so, why not turn “cutting-edge” into “award-winning” and promote your company’s commitment to high-quality member communications?

Dalbar Recognizes the Best Websites in Life Insurance & Annuities

The race for Dalbar’s number one ranking for advisor websites in the life insurance & annuity industry has been close for the past few quarters and today AXA Equitable has garnered the top position, edging out American General, who finished in second. Lincoln Financial, MassMutual, SunAmerica, Allstate and The Hartford join these two firms at the top of Dalbar’s Second Quarter Rankings of financial professional websites in the life insurance & annuity industry. All these firms have been awarded an “Excellent” website designation, Dalbar’s highest honor, for their online offerings.

Dalbar Recognizes the Best Websites in the Mutual Fund Industry

T. Rowe Price took top honors in Dalbar’s Second Quarter Rankings of consumer websites, earning the firm an “Excellent” website designation.

Investor Statement Preferences

Dalbar, Inc. announced today the release of its national study of what investors expect to see in a statement from financial services companies. Dalbar’s Investor Statement Preferences study identifies the importance of certain elements in investment and benefit statements.

Health Insurers Make it Personal on the Web

Dalbar, Inc. announced today the release of its review of health insurance web sites. This review compared the usefulness of 19 leading insurers web sites. The majority of these health insurer web sites offer many resources and helpful tools for consumers interested in maintaining a healthy lifestyle. In direct contrast, Dalbar’s recent report on the usefulness of the Explanation of Benefits Statement found 68% of them received failing grades.

Financial powerhouses block the on-line trader

Dalbar, Inc. announced today the release of its review of on-line brokerage web sites. This review compared the usefulness of 16 leading on-line brokerage web sites and found that the large, traditional financial services firms such as Bank of America, Fidelity, Vanguard make it very difficult to transact. Customer log-in and open account buttons are small and require detective work to find.

Dalbar 2010 QAIB - Investors Regain Footing

After the initial panic in 2008 and early 2009, investors seemed to regain composure and hold steady for the rest of the year, reports Dalbar’s annual Quantitative Analysis of Investor Behavior (QAIB). In fact, the average equity fund investor surpassed the S&P 500 by nearly six percentage points in 2009.

Dalbar Due Diligence for Invest n Retire® ERISA § 3(38) Fiduciaries

PORTLAND‚ Ore.‚ March 26‚ 2010 – Invest n Retire‚ LLC (INR)‚ a recordkeeper in Portland‚ Ore.‚ announced today that it has selected Dalbar‚ Inc. to provide due diligence required to select and monitor ERISA 3(38) investment managers.

Dalbar Recognizes the Best Websites in Life Insurance & Annuities

New York Life captured first place in Dalbar's Quarterly Ranking of consumer websites in the financial services industry, followed closely by AXA Equitable, Pacific Life, MassMutual and SunAmerica.

Health Insurers Befuddle Consumers

Dalbar, Inc. announced today the release of its first-ever national evaluation of health insurance communications, the Explanation of Benefits (EOBs). This evaluation compared the usefulness of the communication from 34 leading insurers, including the federal government's own Medicare program.

Transamerica Retirement Services Earns Dalbar Seal of Excellence for its Web Sites

Dalbar, Inc. announced today that Transamerica Retirement Services, a marketing unit of Transamerica Financial Life Insurance Company, was awarded the Dalbar Seal of Excellence for Communications for its Defined Contribution Plan Participant and Plan Sponsor Web sites, at www.TA-Retirement.com. The Seal is awarded for outstanding communications that effectively and efficiently meet the needs of the intended audience. Dalbar conducted a series of tests on Transamerica's Web sites that established that they meet the principal objectives of the site visitors.

Goldman Sachs Asset Management (GSAM) Takes # 1 Spot for Service to Financial Professionals in Dalbar Service Awards for 2009

Goldman Sachs Asset Management (GSAM) earned the top spot for post-sale service provided to Financial Professionals in the 2009 Dalbar SQM Service Award rankings. The Award is a distinction afforded to those companies found to be above their peers in service to clients and to financial professionals after a full year of rigorous testing.

Dalbar Highlights Industry Leading Plan Participant Web Sites

After rigorous testing and evaluation, Dalbar recognized the top plan participant sites in its 3rd quarter DC WebMonitor Web site ranking.  Holding its status for the third straight quarter, Schwab Retirement Plan Services was identified as the #1 plan participant Web site. Its extensive level of functionality and numerous onsite support features has enabled the site to maintain its high ranking. Merrill Lynch’s ease of use and range of functionality has placed it in the #2 spot for the second straight quarter. Rounding out the top five are Principal Financial, Transamerica and Fidelity in the respective 3rd, 4th and 5th spots. The top 5 participant sites all earned Dalbar’s designation of ‘Excellent’.

Dalbar Announces Its 2009 Service Award Winners in Financial Services

Today Dalbar released the 2009 winners of its annual Service Awards. For twenty years, Dalbar has conducted rigorous testing of service delivery and, each year, identified those mutual fund, broker/dealer, annuity, life insurance and retirement plan providers that are able to deliver industry-leading service to their customers.

Dalbar Recognizes the Best Websites in the Mutual Fund Industry

T. Rowe Price maintained the number one position in Dalbar’s Mutual Fund Quarterly Ranking & Trending Report, upholding their “Excellent” designation for a 17th consecutive quarter. Other firms earning an “Excellent” designation in Dalbar’s consumer rankings include Wells Fargo, OppenheimerFunds, Vanguard, Fidelity, BlackRock, Invesco Aim, Schwab and E*Trade.

Guardian Retirement Solutions Wins Dalbar Seal of Excellence for its Transaction Processing

Dalbar, Inc. announced today that Guardian Retirement Solutions, a division of The Guardian Life insurance Company of America, has been awarded the Dalbar Seal of Excellence for its transaction processing capabilities for the fifth consecutive year. The Dalbar Seal is only awarded to those firms that consistently exceed customer expectations for service levels.

e-Delivery Promotional Trends vs. Consumer Triggers of e-Adoption

Paperless Delivery is, without a doubt, most providers' preferred method for delivery of investor communications. Unfortunately, adoption of e-Delivery has been painfully slow. Are providers missing the mark in their promotion of e-Delivery services?

Dalbar Invites Financial Firms to Submit Investor Statements for Annual Ranking Program

Do you believe your firm produces cutting-edge investor statements for your clients? If so, why not turn "cutting-edge" into "award-winning" and promote your firm's commitment to high-quality investor communications?

Leading Plan Participant Web Sites Recognized by Dalbar's DC WebMonitor

Schwab Retirement Plan Services maintained its position at the top of Dalbar's DC WebMonitor Plan Participant ranking for the second quarter of 2009. Second, Third, Fourth and Fifth place went to Merrill Lynch, Transamerica, Prudential Financial and Fidelity, respectively. In a departure from previous quarters, every site in the top five achieved a Dalbar designation of "Excellent".

Securian Retirement Earns Three Dalbar Seals of Excellence for Communications

Dalbar, Inc. announced today that Securian Retirement's defined contribution plan participant Web site and statement have each been awarded the Dalbar Seal of Excellence for Communications for the seventh consecutive year. In addition, the organization's variable annuity statement (carrying the Minnesota Life brand) received the Seal of Excellence for Communications.

Leading Plan Participant Web Sites Recognized in Dalbar's Quarter 1 Web Rankings

Charles Schwab's newly renamed retirement arm, Schwab Retirement Plan Services Company, earned the top spot in the DC WebMonitor Plan Participant rankings for Quarter 1-2009. Schwab Retirement Plan Services, along with Transamerica, Merrill Lynch and Principal Financial, earned a Dalbar designation of "Excellent".

Dalbar Recognizes the Best Web Sites in the Mutual Fund Industry

T. Rowe Price continued to provide exceptional online service for their Mutual Fund customers while earning the number one position in Dalbar's First Quarter Mutual Fund Rankings and Trending Report. The firm also achieved 15 consecutive quarters with an "Excellent" designation. OppenheimerFunds, Vanguard, Wells Fargo, Fidelity, BlackRock and Invesco AIM also captured Dalbar's highest honor, an "Excellent" rating, in the Mutual Fund consumer rankings.

Dalbar Performs In-House QDIA Validation

Dalbar successfully tested the T. Rowe Price Retirement Funds using the recently announced QDIA Validation standard. In the absence of a standard in December 2007, Dalbar used an informal selection process when selecting the T. Rowe Price Retirement Funds for its PPA compliant 401(k) plan.

Investors Find No Shelter

By all measures, 2008 was the year that wiped out wealth and Dalbar's Quantitative Analysis of Investor Behavior (QAIB) is no exception. In its 15th annual study of mutual fund investor behavior, Dalbar discovered that equity, fixed income and asset allocation fund investors experienced average annual losses for all time periods examined except the longest (20-year) time frame. And even those positive returns did not keep pace with the average inflation rate.