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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

2004

AXA
Statement Communications Seal
Variable Annuity Quarterly Statement

2004

Principal Financial
Statement Communications Seal
Variable Annuity Statement

2004

Allstate Financial
Statement Communications Seal
www.Accessallstate.com

2003

The Hartford
Statement Communications Seal
401(K) Plan Participant Statement

2003

The Hartford
Statement Communications Seal
457 Quarterly Statement

2003

Great West Life
Statement Communications Seal
A Key to Your Dreams DC Plan Enrollment Kit

2003

Allstate Financial
Service Award
Annuity Service Award

2003

Ameritas
Service Award
Annuity Service Award

2003

AXA
Service Award
Annuity Service Award

2003

AXA
Service Award
Annuity Service Award

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Wondering Where Your Firm Stands?

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