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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

2012

InvestEdge, Inc.
Statement Communications Seal
Client Reporting

2012

MassMutual
Statement Communications Seal
Defined Benefit Statement

2012

Venture Solutions
Statement Communications Seal
Defined Contribution Plan Participant ClearView Statement

2012

Diversified Investment Advisors
Statement Communications Seal
Defined Contribution Plan Participant Statement

2012

MassMutual
Statement Communications Seal
Defined Contribution Plan Participant Statement

2012

ICMA Retirement Corporation (ICMA-RC)
Web Communications Seal
Defined Contribution Plan Sponsor Website

2012

Merrill
Web Communications Seal
Defined Contribution Plan Sponsor Website

2012

The Newport Group
Web Communications Seal
Defined Contribution Plan Sponsor Website

2012

TIAA
Web Communications Seal
Defined Contribution Plan Sponsor Website

2012

Transamerica Retirement Solutions
Web Communications Seal
Defined Contribution Plan Sponsor Website

CONTACT US

Wondering Where Your Firm Stands?

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