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Proud Winners

"Investors need to quickly locate the information they need and easily understand how their assets are invested in order to engage in meaningful conversations with their advisors. We are always advocating for the investor and are thrilled that our ongoing efforts to make data more transparent, digestible and actionable have been recognized by DALBAR."

Katie Swain
Director, Global Strategy and Product Management
BNY Mellon | Pershing

"At Voya, we are continuously focused on enhancing our digital participant experience to not only help increase engagement, but ultimately help improve retirement outcomes. We are thrilled that DALBAR has once again recognized Voya for the team’s hard work and ongoing focus on purposeful innovation to improve the online and mobile experience for our participants."

Tom Armstrong
VP, Customer Analytics and Insight

"We are humbled to have received strong, ongoing recognition from DALBAR these past 30 years. Our service teams work hard every day to ensure our clients expectations are not only met – but exceeded. Putnam’s entire organization is truly honored to receive this award and we are committed to continuing our unyielding focus on world class service in the coming years."

Robert L. Reynolds
President and Chief Executive Officer
Putnam Investments

"At Transamerica, our top priority is taking care of our customers. We are proud that our customer service representatives consistently deliver the high level of service to be recognized as a best-in-class annuity service provider by DALBAR. DALBAR sets a high standard, and we are very honored by their recognition."

Phil Eckman
Head of Customer Experience and Advice

"It is with a great sense of pride that Putnam accepts this important award from DALBAR for the quality of service that we provide to our clients every single day. Along with delivering strong investment performance, we strive to bring our clients world-class service, driven by innovation, dedicated resources and a talented internal team that is second to none."

Robert L. Reynolds
President and Chief Executive Officer
Putnam Investments

"We make it a priority to listen to our clients and offer solutions that meet their needs. While our retirement plan sites have been consistently rated high by DALBAR, we’re committed to staying responsive and working to continuously improve our customer experiences. The refreshed site design provides an updated look and feel that will allow for a more user-friendly web experience."

Sandy McCarthy
President of Retirement Services

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Monitoring of technology developments, customer service, communications practices

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