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WelcomeDALBAR, Inc. is the financial community’s leading independent expert for evaluating, auditingand rating business practices, customer performance, product quality and service. -
Customer Experience Awards SeasonFinancial Service firms are recognized for their commitment to a Superior Standard of Care to Customers -
e-Delivery Onboarding StudyThe e-Delivery Onboarding Study looks at the digital experience of consenting to paperless delivery and includesdata that will assist in identifying where a firm stands with respect to the digital e-Delivery experience. -
Customer Experience AuditDeliver a Superior Standard of Care in the “Age of the Customer” through DALBAR’s CXA program.
at a Glance
, Inc. is the financial community’s leading independent expert for evaluating, auditing and rating business practices, customer performance, product quality and service. Launched in 1976, has earned the recognition for consistent and unbiased evaluations of Investment companies, registered investment advisers, insurance companies, broker/dealers, retirement plan providers and financial professionals.
awards are recognized as marks of a superior standard of care in the financial community.
What's New
2021
12/15 DALBAR Answers the Question: Who's the Best in Customer Service?
12/14 DALBAR Responds to Flawed DOL ESG Proposed Regulation
and argues new rule relegates ESG to being a second class citizen of the investment world.
11/15 CEO of DALBAR, Louis Harvey discusses the new Best Interest Analysis on Money Life with Chuck Jaffe!
Improve Client Service
Committed to raising the standards of excellence, our Customer Experience Audit(CXA) helps firms meet goals with superior industry knowledge:
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mobile
contact center
communications
and more.
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Exercise Due Diligence
Protect yourself and your firm from possible litigation and receive guidance from a leading independent expert
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Get Recognized
DALBAR awards are recognized as marks of a superior standard of care in the financial community
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A Superior Standard of Care
Talk to us about how we can help you achieve your goals
or customize an offering for your unique needs!
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News & Stories
Voya Receives DALBAR ESG Retirement Plan Certification
Voya Financial announced that it has become what it says is the first publicly-traded company to receive an Environmental, Social, and Governance (ESG) Retirement Plan Certification from DALBAR.
Voya received the certification, along with a five-star rating, for the 401k plans offered to its own employees. DALBAR’s ESG Plan Certification is an annual process to evaluate a plan's success in actively applying ESG principles to its retirement plan.
401(k) Specialist | 6/15/2021
Is your 401(k) ESG? There's a certificate for that
A recently launched pilot program from financial services company auditor Dalbar examines 401(k) plans on their ESG merits.That program, ESG Certification for Retirement Plans, rates 401(k)s with up to five stars and tells plan sponsors what they can do to improve their plans on the basis of environmental, social and governance criteria.
That does not necessarily mean adding ESG-specific mutual funds, ETFs or collective trusts to the investment menu. Rather, Dalbar CEO Lou Harvey said, the most important considerations are how ESG-friendly a plan is in its overall design, administration and participant outcomes. For example, that includes whether plan committees go through reams of paper.
Investment News | 6/15/2021
Voya Receives DALBAR ESG Certification
Voya Financial is the first publicly traded company to receive an Environmental, Social and Governance (ESG) Retirement Plan Certification from DALBAR.
DALBAR's ESG Plan Certification is an annual process to evaluate a plan’s success in actively applying ESG principles to its retirement plan. Voya received the certification, along with a five-star rating, for the 401(k) plans offered to its own employees, according to the June 10 announcement.
NAPA Net | 6/14/2021
Variable Annuities: Winning By Not Surrendering
After all the analysis is done on rates, fees and performance, there is really one key metric that means more than the others - patience.
Great returns don't mean much if investors motivated by emotion or misplaced confidence in their market timing skills jump in and out of funds. When investors jump, those small gaps widen to large gulfs between what they accumulate and what they could have amassed for retirement.
Insurance News Net | 6/4/2020
, Inc. is focused on helping our clients to build a successful business in finance.
Latest News
DALBAR Study Shows Annuities Improve Investor Behavior
Updated: May 25DALBAR Study Identifies Superior Term Life Website Experiences
Updated: May 11Investors Reacted to Market Crisis in Unprecedented Fashion
Updated: April 1
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