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

2003

Travelers Life & Annuity
Statement Communications Seal
Survivorship Variable Life Quarterly Statement

2003

MassMutual
Statement Communications Seal
Taft Hartley Statement

2003

Delaware Investments
Statement Communications Seal
The Delaware Administrative Review for 401(k) Plan Sponsors

2003

Guardian
Statement Communications Seal
The Guardian Whole Life Insurance Annual Benefit Statement

2003

JPMorgan Asset Management
Web Communications Seal
The JP Morgan Defined Contribution Plan Participant Website

2003

Great West Life
Statement Communications Seal
The Nature of Retirement DC Plan Enrollment Kit

2003

MassMutual
Statement Communications Seal
Total Retirement Statement

2003

MassMutual
Statement Communications Seal
Transitions Variable Annuities Statement

2003

AXA
Statement Communications Seal
Variable Annuity Quarterly Statement

2003

MONY, an AXA Financial Company
Statement Communications Seal
Variable Annuity Quarterly Statement

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Wondering Where Your Firm Stands?

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