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1 Chatham Partners Satisfaction Survey, 2017. When evaluating DC providers, a top 2 box rating of 85% or greater corresponds to best-in-class rating. Best-in-class rating for Overall Satisfaction, Relationship Management, Investment Services and Participant Services.
2 Winner of eight Mutual Fund Education Alliance Star Awards, 2014 through 2016 including Overall Retirement Communications. Winner of two 2014 Pensions & Investments’ Eddy Awards.
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