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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

2025

Guardian
Insurance Service Award
Insurance Service Award

2025

JPMorgan Asset Management
Excellence in Sales Support
Excellence in Sales Support

2025

Nationwide
Plan Participant Service Award
Plan Participant Service Award

2025

CIBC Mellon
Telephone Service - Recordkeeping
Telephone Service - Recordkeeping

2025

CIBC Mellon
Telephone Service - Pension Benefits
Telephone Service - Pension Benefits

2025

Nationwide
Customer Experience Excellence Award
Customer Experience Excellence Award

2025

Ascensus, Inc.
Mobile Communications Seal
Defined Contribution Plan Participant Mobile Site

2025

American Century
Mobile Communication Seal
Mutual Fund Consumer Mobile Site

2025

Ascensus, Inc.
Web Communication Seal
Plan Sponsor Web Experience

2025

Brighthouse Financial
Mobile Communications Seal
Life Insurance and Annuity Consumer Mobile Site

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Wondering Where Your Firm Stands?

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