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2026 QAIB Full Study

Recognition That

Defines Excellence

DALBAR‘s prestigious award honor firms delivering outstanding client service, innovation and operational excellence. Our awards go beyond accolades—they are independent benchmarks of industry leadership.

 

Rooted in rigorous, research-based criteria, they reinforce brand credibility and highlight client achievements.

 

Explore how these distinctions affirm performance excellence and position firms for strategic advantage.

How It Works

Awards at a Glance​

Winning a DALBAR award goes beyond recognition—it represents the highest standard of excellence in financial services. Every award is grounded in independent, research-based evaluations, ensuring that only firms who truly meet or exceed industry benchmarks earn this distinction.

Why It Matters

Third-Party Validation

Awards confirmed through independent, expert review.

Brand Differentiation

Recognition that elevates visibility and credibility with clients and regulators.

Team Motivation

Celebrates excellence and boosts morale with tangible recognition.

Recipients

Year
Company
Award
Award Title

2013

Wells Fargo
Statement Communications Seal
Brokerage Statement

2013

PNC Advisors
Statement Communications Seal
Charitable and Endowment Services Statement

2013

MassMutual
Statement Communications Seal
Defined Benefit Statement

2013

MassMutual
Statement Communications Seal
Defined Contribution Plan Participant Statement

2013

Principal Financial
Statement Communications Seal
Defined Contribution Plan Participant Statement

2013

OneAmerica
Web Communications Seal
Defined Contribution Plan Sponsor Website

2013

The Newport Group
Web Communications Seal
Defined Contribution Plan Sponsor Website

2013

TIAA
Web Communications Seal
Defined Contribution Plan Sponsor Website

2013

Transamerica Retirement Solutions
Web Communications Seal
Defined Contribution Plan Sponsor Website

2013

Merrill
Statement Communications Seal
Defined Contribution Statement

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Wondering Where Your Firm Stands?

Reach out to understand how you can earn or position for future recognition.