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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

2007

Securian Financial
Web Communications Seal
Plan Participant Web Experience

2007

Transamerica Retirement Solutions
Web Communications Seal
Plan Participant Web Experience

2007

Charles Schwab
Statement Communications Seal
Premium Brokerage Statement for Institutional and Retail

2007

PNC Advisors
Statement Communications Seal
Retirement & Investment Service Statement

2007

Guardian
Statement Communications Seal
RPP Producer Packet

2007

Guardian Group Pensions
Recognition for Excellence
Seal of Excellence for Call Center Support to Plan Sponsors

2007

Guardian
Recognition for Excellence
Seal of Excellence for Policy Owner Services Call Center Support

2007

Guardian
Recognition for Excellence
Seal of Excellence for Policy Owner Services Disability Income (DI) Policy Administration

2007

Guardian
Recognition for Excellence
Seal of Excellence for Policy Owner Services Life Policy Administration

2007

Guardian
Recognition for Excellence
Seal of Excellence for Policy Owner Services Premium Payments

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