Customer Experience Excellence Award
The 's Customer Experience Excellence Award recognizes those companies providing an exceptional all-around experience to their customers. Today's consumers are able to interact with companies in a lot of different ways. To really deliver a superior standard of care, companies must ensure the same high quality interactions across the various customer service channels they use. The Customer Experience Excellence Award takes this into account, requiring that those touchpoints which make up the majority of customer interactions exceed industry-leading benchmarks.
To determine eligibility for this award, takes an auditor's approach, conducting in-depth evaluations on the tools available to customers and reviewing actual customer interactions. To earn the award, companies must have at least four of the following customer service channels reviewed by and meet our high award-level standards:
- Telephone
- Web
- Mobile website and/or Mobile app
- Investor Statement
- Email/correspondence
- Chat
- Automated phone system
The Customer Experience Excellence Award is truly a mark of excellence within the financial services community.
2023
2022
2021
2020
Service Award
The Service Award symbolizes the achievement of the highest tier of service to customers through call center interactions within the financial services industry. It is awarded only to those firms that exceed industry norms in key service areas. The winners of this award can confidently consider themselves service leaders within the financial services industry.
2023
Insurance Service Award
Mutual Fund Service Award
Financial Intermediary Service Award
2022
Annuity Service Award
Excellence in Sales Support
Financial Intermediary Service Award
2021
Annuity Service Award
Excellence in Sales Support
Insurance Service Award
Mutual Fund Service Award
2020
Insurance Service Award
Excellence in Sales Support
Financial Intermediary Service Award
Excellence in Sales Support
Mutual Fund Service Award
2019
Financial Intermediary Service Award
Insurance Service Award - IM Contact Center
Mutual Fund Service Award
Financial Intermediary Service Award
Excellence in Sales Support
Mutual Fund Service Award- 529
2018
Mutual Fund Service Award
Mutual Fund Service Award
Insurance Service Award - IM Contact Center
Excellence in Sales Support
Financial Intermediary Service Award
Excellence in Sales Support
Mutual Fund Service Award- 529
2017
Mutual Fund Service Award
Financial Intermediary Service Award
Insurance Service Award - IM Contact Center
Excellence in Sales Support
Insurance Service Award
Annuity Service Award
Mutual Fund Service Award- 529
2016
Mutual Fund Service Award
Financial Intermediary Service Award
Excellence in Sales Support
Mutual Fund Service Award- 529
2015
Mutual Fund Service Award
Financial Intermediary Service Award
Life Insurance Service Award
Long Term Care Insurance Service Award
Mutual Fund Service Award
Mutual Fund Service Award- 529
2014
Annuity Service Award
Mutual Fund Service Award
Financial Intermediary Service Award
Annuity Service Award
Mutual Fund Service Award
Financial Intermediary Service Award
Financial Intermediary Service Award
2013
Award for Excellence in Sales Support
Award for Excellence in Sales Support
Mutual Fund Service Award
Financial Intermediary Service Award
Annuity Service Award
Award for Excellence in Sales Support
Financial Intermediary Service Award
VPSC - Annuity Service Award
Annuity Service Award
2012
Financial Intermediary Service Award
Mutual Fund Service Award
Financial Intermediary Service Award
Life Insurance Service Award
Award for Excellence in Sales Support
Financial Intermediary Service Award
Annuity Service Award
Financial Intermediary Premier Service Award
2011
Financial Intermediary Post Sale Award - Variable Annuities
Award for Excellence in Sales Support
Mutual Fund Service Award
Mutual Fund Service Award - Intermediary
Financial Intermediary Post-Sale Service Award
Life Insurance Service Award
Award for Excellence in Sales Support
Financial Intermediary Post-Sale Service Award
Financial Intermediary Premier Service Award
Annuity Service Award
Annuity Service Award
2010
Financial Intermediary Pre-Sale Service Award
Financial Intermediary Post-Sale Service Award
Mutual Fund Service Award
Annuity Service Award - VPSC
Annuity Service Award
Financial Intermediary Premier Service Award
Annuity Service Award
Financial Intermediary Pre-Sale Service Award
2009
Financial Intermediary Post-Sale Service Award
Financial Intermediary Post-Sale Service Award
Financial Intermediary Post-Sale Service Award
Financial Intermediary Post-Sale Service Award
Mutual Fund Service Award
Financial Intermediary Pre-Sale Service Award
Annuity Service Award
Mutual Fund Service Award
Financial Intermediary Pre-Sale Service Award
Mutual Fund Service Award
Annuity Service Award - VPSC
Financial Intermediary Post-Sale Service Award
Retirement Plan Service Award
Annuity Service Award
Financial Intermediary Post-Sale Service Award
Mutual Fund Service Award
Financial Intermediary Post-Sale Service Award
Retirement Plan Service Award
Annuity Service Award
2008
Mutual Funds - Financial Intermediary Post-Sale Service Award
Insurance - Financial Intermediary Post-Sale Service Award
Managed Products & Brokerage - Financial Intermediary Post-Sale Service Award
Annuity Service Award
Financial Intermediary Post-Sale Service Award
Financial Intermediary Pre-Sale Service Award
Mutual Fund Service Award
Financial Intermediary Post-Sale Service Award
Mutual Fund Service Award
Financial Intermediary Pre-Sale Service Award
Annuity Service Award - VPSC
Annuity Service Award
Financial Intermediary Post-Sale Service Award
Financial Intermediary Pre-Sale Service Award
Mutual Fund Service Award
Annuity Service Award
Financial Intermediary Post-Sale Service Award
Life Insurance Service Award
Retirement Plan Service Award
Mutual Fund Service Award
Annuity Service Award
2007
Mutual Fund Service Award
Financial Intermediary Post-Sale Service Award
Financial Intermediary Pre-Sale Service Award
Financial Intermediary Post-Sale Service Award
Annuity Service Award
Mutual Fund Service Award
Annuity Service Award - VPSC
Mutual Fund Service Award
Annuity Service Award
Financial Intermediary Post-Sale Service Award
Annuity Service Award
Financial Intermediary Post-Sale Service Award
Annuity Service Award
Life Insurance Service Award
Financial Intermediary Post-Sale Service Award
2006
Financial Intermediary Post-Sale Service Award
Financial Intermediary Pre-Sale Service Award
Mutual Fund Service Award
Financial Intermediary Post-Sale Service Award
Annuity Service Award
Financial Intermediary Pre-Sale Service Award
Annuity Service Award - VPSC
Annuity Service Award
Financial Intermediary Pre-Sale Service Award
Mutual Fund Service Award
Financial Intermediary Post-Sale Service Award
Financial Intermediary Post-Sale Service Award
Mutual Fund Service Award
Life Insurance Service Award
Retirement Plan Service Award
Financial Intermediary Post-Sale Service Award
2005
Financial Intermediary Post-Sale Service Award
Mutual Fund Service Award
Financial Intermediary Pre-Sale Service Award
Mutual Fund Service Award
Financial Intermediary Post-Sale Service Award
Financial Intermediary Post-Sale Service Award
Annuity Service Award
Financial Intermediary Pre-Sale Service Award
Financial Intermediary Post-Sale Service Award
Financial Intermediary Post-Sale Service Award
Mutual Fund Service Award
Retirement Plan Service Award
Annuity Service Award
Life Insurance Service Award
Annuity Service Award
Mutual Fund Service Award
2004
Mutual Fund Service Award
Mutual Fund Service Award
Mutual Fund Service Award
Mutual Fund Service Award
Financial Intermediary Pre-Sale Service Award
Annuity Service Award - BBSC
Financial Intermediary Post-Sale Service Award
Financial Intermediary Post-Sale Service Award
Annuity Service Award
Financial Intermediary Post-Sale Service Award
Mutual Fund Service Award
Mutual Fund Service Award
Financial Intermediary Post-Sale Service Award
Retirement Plan Service Award
Annuity Service Award
Financial Intermediary Post-Sale Service Award
Mutual Fund Service Award
2003
Financial Intermediary Post-Sale Service Award
Financial Intermediary Post-Sale Service Award
Financial Intermediary Pre-Sale Service Award
Annuity Service Award
Mutual Fund Service Award
Financial Intermediary Pre-Sale Service Award
Financial Intermediary Post-Sale Service Award
Financial Intermediary Pre-Sale Service Award
Annuity Service Award - BBSC
Annuity Service Award
Financial Intermediary Pre-Sale Service Award
Financial Intermediary Post-Sale Service Award
Financial Intermediary Post-Sale Service Award
Mutual Fund Service Award
Financial Intermediary Pre-Sale Service Award
Financial Intermediary Post-Sale Service Award
Retirement Plan Service Award
Mutual Fund Service Award
Annuity Service Award
Financial Intermediary Pre-Sale Service Award
Financial Intermediary Post-Sale Service Award
Mutual Fund Service Award
2002
Mutual Fund Service Award
Financial Intermediary Service Award
Annuity Service Award
Mutual Fund Service Award
Financial Intermediary Service Award
Mutual Fund Service Award
Mutual Fund Service Award
Financial Intermediary Service Award
Annuity Service Award
Financial Intermediary Service Award
Mutual Fund Service Award
Mutual Fund Service Award
Financial Intermediary Service Award
Life Insurance Service Award
2001
Financial Intermediary Service Award
See USAllianz
Financial Intermediary Service Award
Mutual Fund Service Award
Financial Intermediary Service Award
Financial Intermediary Service Award
Annuity Service Award
Mutual Fund Service Award
Financial Intermediary Service Award
Financial Intermediary Service Award
Annuity Service Award
Mutual Fund Service Award
2000
Financial Intermediary Service Award
Financial Intermediary Service Award
Mutual Fund Service Award
Financial Intermediary Service Award
Annuity Service Award
1999
Financial Intermediary Service Award
Mutual Fund Service Award
Financial Intermediary Service Award
Financial Intermediary Service Award
1998
Financial Intermediary Service Award
Mutual Fund Service Award
Annuity Service Award
Financial Intermediary Service Award
Financial Intermediary Service Award
Mutual Fund Service Award
Mutual Fund Service Award
1997
Financial Intermediary Service Award
Mutual Fund Service Award
Annuity Service Award
Financial Intermediary Service Award
Financial Intermediary Service Award
Financial Intermediary Service Award
1996
1995
1994
1993
1992
1991
1990
Total Client Experience
The Total Client Experience Award takes a holistic view of the customer interaction, including both interpersonal aspects (soft skills) as well as the accuracy of all information provided and transactions processed. In order to earn the Total Client Experience Award a firm must meet the highest standards in terms of both the service experience and transaction processing accuracy. Winners of this award represent leaders within the financial services industry.
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
Key Honors
Key Honors serves to designate those firms who demonstrate their commitment to customers by providing consistently solid service. Recipients of this designation have the proven ability to provide good service to their customers as tested by rigorous service evaluations of telephone communications.
2008
2007
2006
2005
2004
Mutual Fund Key Honors
Mutual Fund Key Honors
2003
2002
Mutual Fund Key Honors
2001
2000
Annuity Key Honors
Financial Intermediary Key Honors
1999
Mutual Fund Key Honors
1998
Financial Intermediary Key Honors
Financial Intermediary Key Honors
1997
1996
1995
Recognition for Excellence
Recognition for Excellence Award provides financial services firms with third party recognition for the high quality service delivery to their customers. Institutions that achieve excellence are able to promote their success story to customers and prospective customers.
2018
Seal of Excellence for Agent Interactions – Disability Income Underwriting
Seal of Excellence for Agent Interactions – Life Insurance New Business
Seal of Excellence for Agent Interactions – Life Insurance Underwriting
2017
Seal of Excellence for Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Pacific Funds Shareholders
Seal of Excellence for Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Legg Mason Shareholders
Seal of Excellence for Agent Interactions – Disability Income Underwriting
Seal of Excellence for Agent Interactions – Life Insurance New Business
Seal of Excellence for Agent Interactions – Life Insurance Underwriting
Seal of Excellence in Email Correspondence with Retirement Plan Sponsors and Third Party Administrators
Seal of Excellence in Telephone Support for New Retirement Plan Implementation & Conversions
Seal for Excellence in Contact Center Service to Financial Professionals
2016
Seal of Excellence for Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Tweedy, Browne & Co. Funds Shareholders
Seal of Excellence for Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Pacific Funds Shareholders
Seal of Excellence for Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Legg Mason Shareholders
Seal of Excellence for Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Delaware Investments Shareholders
Seal of Excellence for Agent Interactions – Disability Income Underwriting
LPL Worksite Solutions Contact Center
Seal of Excellence in Email Correspondence with Retirement Plan Sponsors and Third Party Administrators
Seal of Excellence in Telephone Support for New Retirement Plan Implementation & Conversions
Seal for Excellence in Contact Center Service to Financial Professionals
2015
Seal of Excellence for Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Tweedy, Browne & Co. Funds Shareholders
Seal of Excellence for Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Pacific Funds Shareholders
Seal of Excellence for Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Legg Mason Shareholders
Seal of Excellence for Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Delaware Investments Shareholders
Seal of Excellence for Agent Interactions – Disability Income Underwriting
Seal of Excellence in Email Correspondence with Retirement Plan Sponsors and Third Party Administrators
Seal of Excellence in Email Correspondence for New Retirement Plan Implementation
Seal of Excellence in Telephone Support for New Retirement Plan Implementation
Seal for Excellence in Contact Center Service to Financial Professionals
2014
Seal of Excellence for Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Tweedy, Browne & Co. Funds Shareholders
Seal of Excellence for Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Pacific Life Funds Shareholders
Seal of Excellence for Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Voya Fund Shareholders
Seal of Excellence for Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Voya 529 Fund Shareholders
Seal of Excellence for Agent Interactions – Disability Income Underwriting
Seal for Excellence in Call Center Service to Financial Professionals
2013
Seal of Excellence For Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Tweedy, Browne Fund Inc. Shareholders
Seal of Excellence For Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Pacific Life Funds Shareholders
Seal of Excellence For Call Center Service - Awarded to BNY Mellon Asset Servicing for service to ING Fund Shareholders
Seal of Excellence for Agent Interactions – Disability Income Underwriting
Seal for Excellence in Call Center Service to Financial Professionals
2012
Seal of Excellence For Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Tweedy, Browne Fund Inc. Shareholders
Seal of Excellence For Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Pacific Life Funds Shareholders
Seal of Excellence For Call Center Service - Awarded to BNY Mellon Asset Servicing for service to ING Fund Shareholders
Seal of Excellence for Agent Interactions – Disability Income Underwriting
Seal for Excellence in Call Center Service to Financial Professionals
2011
Seal of Excellence For Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Tweedy, Browne Fund Inc. Shareholders
Seal of Excellence For Call Center Service - Awarded to BNY Mellon Asset Servicing for service to Pacific Life Funds Shareholders
Seal of Excellence For Call Center Service - Awarded to BNY Mellon Asset Servicing for service to ING Fund Shareholders
Seal of Excellence For Call Center Service - Awarded to BNY Mellon Asset Servicing for service to BlackRock 529 Plan Participants
Seal of Excellence for Agent Interactions – Disability Income New Business
Seal of Excellence for MetLife's Employee Benefits - National Accounts Project Management Certification Program (PMCP) / Implementation Process
Seal of Excellence for MetLife's Employee Benefits - Implementation (10 - 999 employee groups)
Seal for Excellence in Call Center Service to Financial Professionals
2010
Seal of Excellence for Agent Interactions – Disability Income New Business
Seal for Excellence in Call Center Service to Financial Professionals
2009
Seal of Excellence for Policy Owner Services Life Insurance Policy Administration
Seal of Excellence for Policy Owner Services Disability Income (DI) Policy Administration
Seal of Excellence for Agent Interactions – Disability Income New Business
Seal of Excellence for Agent Interactions – Disability Income Underwriting
Seal of Excellence for Policy Owner Services Call Center Support
Seal of Excellence for Transaction Processing
2008
Seal of Excellence for Agent Interactions – Disability Income Underwriting
Seal of Excellence for Policy Owner Services Premium Payments
Seal of Excellence for Policy Owner Services Life Policy Administration
Seal of Excellence for Policy Owner Services Call Center Support
Seal of Excellence for Policy Owner Services Disability Income (DI) Policy Administration
Seal of Excellence for Call Center Support to Plan Sponsors
Seal of Excellence for Call Center Service
2007
Seal of Excellence for Policy Owner Services Life Policy Administration
Seal of Excellence for Policy Owner Services Call Center Support
Seal of Excellence for Policy Owner Services Disability Income (DI) Policy Administration
Seal of Excellence for Call Center Support to Plan Sponsors
2006
Seal of Excellence for Policy Owner Services Life Policy Administration
Seal of Excellence for Policy Owner Services Call Center Support
Seal of Excellence for Policy Owner Services Disability Income (DI) Policy Administration
Seal of Excellence for Transaction Processing
2005
Seal of Excellence for Policy Owner Services Life Policy Administration
Seal of Excellence for Policy Owner Services Disability Income (DI) Policy Administration
Seal of Excellence for Policy Owner Services Call Center Support
Seal of Excellence for Call Center Support to Plan Sponsors
2004
Seal of Excellence for Policy Owner Services Policy Administration
Seal of Excellence for Policy Owner Services Call Center Support
Statement Communications Seal
The Communications Seal is recognition for firms' commitment to Excellence and is awarded to communications that excel in offering a superior experience while meeting the needs of the audiences they serve.
2020
Total Retirement Statement
2019
Total Retirement statement
2018
Defined Contribution statement
2017
Defined Contribution statement
Total Retirement statement
Trust Platform Statement
2016
Mutual Fund Statement
Defined Benefit Statement
Defined Contribution statement
Brokerage Statement
Mutual Fund Statement
2015
Total Retirement Statement
Brokerage Statement
2014
Defined Benefit Statement
Total Retirement Statement
Brokerage Statement
2013
ICMA-RC Defined Contribution Plan Participant Voice Response System - VantageLine
Defined Benefit Statement
Defined Contribution Statement
Brokerage Statement
Charitable and Endowment Services Statement
Investment Advisory & Trust Statement
Flexible Choice Whole Life Statement
2012
Defined Contribution Plan Participant Statement
Defined Benefit Statement
Defined Contribution Statement
Brokerage Statement
Charitable and Endowment Services Statement
Retirement & Investment Management Statement
Defined Contribution Plan Participant ClearView Statement
404(a)(5) Summary of Plan Services and Costs (Single Vendor)
404(a)(5) Summary of Plan Services and Costs (Multi-Vendor)
404(a)(5) Investment Options Comparative Chart (Single Vendor)
404(a)(5) Investment Options Comparative Chart (Multi-Vendor)
2011
Total Retirement Statement
Total Retirement Statement
Charitable and Endowment Services Statement
Retirement & Investment Management Statement
2010
Defined Contribution Plan Participant Statement
Performance Report
Defined Contribution Plan Participant Statement
Charitable and Endowment Services Statement
Retirement & Investment Management Statement
Defined Contribution Plan Participant Statement
Defined Benefit Plan Participant Statement
Defined Contribution Plan Participant Statement
2009
Institutional Brokerage Statement
Defined Contribution Plan Participant Statement
Defined Benefit Statement
Total Retirement Statement
Brokerage Statement
Charitable and Endowment Services Statement
Retirement & Investment Management Statement
Total Retirement Statement
Mutual Fund Quarterly Statement
Defined Contribution Plan Participant Statement
Defined Benefit Plan Participant Statement
Defined Benefit Plan Participant Statement
Defined Contribution Plan Participant Statement
Variable Annuity Statement
Variable Annuity Statement
2008
401 Defined Contribution Statement
ICMA-RC Defined Contribution Plan Participant Voice Response System - VantageLine
Defined Contribution Plan Statement, Director Product
Total Retirement Statement
Charitable and Endowment Services Statement
Retirement & Investment Management Statement
Defined Contribution Plan Participant Statement
Mutual Fund Quarterly Statement
Total Retirement Statement
Variable Annuity Statement
Defined Contribution Plan Participant Statement
Defined Benefit Plan Participant Statement
Total Retirement statement
2007
RPP Producer Packet
Target Market Kit
Tele-Med Kit
Field Underwriting Guide (Disability Insurance)
ICMA-RC Defined Contribution Plan Participant Voice Response System - VantageLine
401 Defined Contribution Statement
457 Deferred Compensation Statement
Total Retirement Statement
Charitable and Endowment Services Statement
Investment Advisory & Trust Statement
Total Retirement Statement
Mutual Fund Quarterly Statement
Variable Annuity Statement
Defined Contribution Plan Participant Statement
Defined Benefit Plan Participant Statement
Defined Contribution Plan Participant Statement
2006
Variable Annuity Quarterly Statement
ICMA-RC Defined Contribution Plan Participant Voice Response System - VantageLine
401 Defined Contribution Statement
457 Deferred Compensation Statement
Odyssey Plus Statement
Evolution Statement
Panorama Passage Statement
Panorama Premier Statement
MassMutual Transitions Statement
MassMutual Transitions Select Statement
Defined Benefit Statement
Charitable and Endowment Services Statement
Retirement & Investment Service Statement
Defined Benefit Plan Participant Statement
Total Retirement Statement
Mutual Fund Quarterly Statement
Variable Annuity Statement
Defined Benefit Plan Participant Statement
Total Retirement Statement
Government Markets (457) Plan Sponsor Quarterly Statement
Government Markets (457) Consolidated Plan Sponsor Statement
Participant Quarterly statement
401(k) Plan Participant Statement
2005
Variable Annuity Quarterly Statement
ICMA-RC Defined Contribution Plan Participant Voice Response System - VantageLine
Defined Contribution Plan Participant Statement
Merrill Lynch Relationship Statement
Defined Benefit Plan Participant Statement
Total Retirement Statement
2004
Variable Annuity Quarterly Statement
Defined Benefit Plan Participant Statement
Defined Contribution Plan Participant Statement
Annuity ClientTrak Brochure
ICMA-RC Defined Contribution Plan Participant Voice Response System - VantageLine
Defined Contribution Plan Participant Statement
Defined Benefit Plan Participant Statement
Mutual Fund Quarterly Statement
Defined Contribution Plan Participant Statement
Defined Benefit Plan Participant Statement
Defined Contribution Plan Sponsor Statement
Government Markets (457) Plan Participant Quarterly Statement
Government Markets (457) Plan Sponsor Quarterly Statement
2003
Reitirement and Investment Services Defined Contribution Statement
Retirement and Investment Services Defined Benefit Statement
"The Nature of Retirement" DC Plan Enrollment Kit
Panorama Passage Variable Annuity Quarterly Statement
Transitions Variable Annuities Statement
Evolution Variable Annuity Statement
Defined Contribution Plan Participant Statement
Defined Benefit Statement
Taft Hartley Statement
Total Retirement Statement
Variable Annuity Quarterly Statement
Defined Benefit Plan Participant Statement
Variable Annuity Statement
Mutual Fund Statement
Defined Contribution Statement
401(K) Plan Participant Statement
Survivorship Variable Life Quarterly Statement
2002
Variable Annuity Quarterly Statement
MassMutual Annuities
Transitions Transaction Confirmation
Panorama Passage Quarterly Statement
Panorama Premier Quarterly Statement
PNC Advisors Wealth Management Statement
Charitable and Endowment Services Statement
2001
Institutional Annual Report
Mutual Fund Statement
Advisors Investment Report
Panorama Premier Quarterly Statement
How bright will your future be?
Defined Contribution Statement
2000
Investor Class Prospectus
Variable Annuity Quarterly Statement
In-Depth Statement
Defined Benefit and Cash Balance Statement
The Merrill Lynch Millenium 401(k) Statement
Whole Life Value Statement
1999
Panorama Premier Quarterly Statement
Panorama Passage Quarterly Statement
The Merrill Lynch Millenium 401(k) Statement
Web Communications Seal
The Communications Seal is recognition for firms' commitment to Excellence and is awarded to communications that excel in offering a superior experience while meeting the needs of the audiences they serve.
2023
Plan Participant Web Experience
Term Life Consumer Web Experience
Life Insurance & Annuity Consumer Web Experience
Plan Sponsor Web Experience
Plan Participant Web Experience
Life Insurance & Annuity Financial Professional Web Experience
Life Insurance & Annuity Consumer Web Experience
Life Insurance & Annuity Financial Professional Web Experience
Auto Insurance Consumer Web Experience
Plan Sponsor Web Experience
Life Insurance & Annuity Consumer Web Experience
Plan Participant Web Experience
2022
Plan Participant Web Experience
Annuity Consumer Web Experience
Life Insurance & Annuity Consumer Web Experience
Plan Participant Web Experience
Life Insurance & Annuity Financial Professional Web Experience
Plan Participant Web Experience
Life Insurance & Annuity Consumer Web Experience
Auto Insurance Consumer Web Experience
Plan Sponsor Web Experience
Plan Participant Web Experience
Life Insurance & Annuity Consumer Web Experience
2021
Life Insurance and Annuity Consumer Website
Life Insurance and Annuity Financial Professional Website
Plan Sponsor Web Experience
Life Insurance and Annuity Consumer Website
Life Insurance and Annuity Financial Professional Website
Life Insurance and Annuity Consumer Website
Universal Life Consumer Web Experience
Life Insurance and Annuity Financial Professional Website
Auto Insurance Consumer Web Experience
Term Life Consumer Web Experience
Plan Sponsor Web Experience
Plan Sponsor Web Experience
Life Insurance and Annuity Consumer Website
2020
Life Insurance and Annuity Consumer Website
Life Insurance and Annuity Financial Professional Website
Plan Sponsor Web Experience
Plan Advisor Web Experience
Universal Life Consumer Web Experience
Plan Participant Web Experience
Plan Sponsor Web Experience
Plan Participant Web Experience
Plan Sponsor Web Experience
2019
Life Insurance and Annuity Financial Professional Website
Life Insurance and Annuity Consumer Website
Plan Participant Web Experience
Defined Contribution Plan Sponsor Website
Plan Participant Web Experience
Mutual Fund Consumer Website
Life Insurance and Annuity Financial Professional Website
Plan Participant Web Experience
Defined Contribution Plan Sponsor Website
Life Insurance and Annuity Financial Professional Website
Mutual Fund Consumer Website
Life Insurance and Annuity Consumer Website
Plan Participant Web Experience
Defined Contribution Plan Sponsor Website
Life Insurance and Annuity Consumer Website
Mutual Fund Consumer Website
Plan Participant Web Experience
2018
Life Insurance and Annuity Consumer Website
Defined Contribution Plan Sponsor Website
Plan Participant Web Experience
Life Insurance and Annuity Consumer Website
Mutual Fund Consumer Website
Life Insurance and Annuity Financial Professional Website
Mutual Fund Financial Professional Website
Life Insurance and Annuity Consumer Website
Plan Participant Web Experience
Plan Participant Web Experience
Life Insurance and Annuity Financial Professional Website
Mutual Fund Financial Professional Website
Life Insurance and Annuity Consumer Website
Mutual Fund Financial Professional Website
Mutual Fund Consumer Website
Plan Participant Web Experience
Life Insurance and Annuity Consumer Website
Plan Participant Web Experience
Defined Contribution Plan Sponsor Website
Mutual Fund Consumer Website
Mutual Fund Financial Professional Website
Plan Participant Web Experience
2017
Life Insurance and Annuity Financial Professional Website
Mutual Fund Financial Professional Website
Mutual Fund Financial Professional Website
Mutual Fund Consumer Website
Defined Contribution Plan Sponsor Website
Defined Contribution Plan Sponsor Website
Life Insurance and Annuity Consumer Website
Mutual Fund Consumer Website
Mutual Fund Financial Professional Website
Mutual Fund Financial Professional Website
Defined Contribution Plan Sponsor Website
Mutual Fund Financial Professional Website
Defined Contribution Plan Sponsor Website
Mutual Fund Consumer Website
Mutual Fund Financial Professional Website
Defined Contribution Plan Sponsor Website
Life Insurance and Annuity Consumer Website
Life Insurance and Annuity Financial Professional Website
Defined Contribution Plan Sponsor Website
Life Insurance and Annuity Financial Professional Website
Mutual Fund Consumer Website
Life Insurance and Annuity Consumer Website
Life Insurance and Annuity Financial Professional Website
Mutual Fund Consumer Website
Mutual Fund Consumer Website
Mutual Fund Financial Professional Website
Defined Contribution Plan Sponsor Website
Defined Contribution Plan Sponsor Website
Mutual Fund Financial Professional Website
Life Insurance and Annuity Financial Professional Website
Life Insurance and Annuity Financial Professional Website
Defined Contribution Plan Sponsor Website
Life Insurance and Annuity Financial Professional Website
Mutual Fund Consumer Website
Mutual Fund Financial Professional Website
Plan Participant Web Experience
Life Insurance and Annuity Financial Professional Website
Mutual Fund Consumer Website
Mutual Fund Financial Professional Website
Life Insurance and Annuity Consumer Website
Mutual Fund Consumer Website
Mutual Fund Financial Professional Website
Defined Contribution Plan Sponsor Website
Defined Contribution Plan Sponsor Website
Mutual Fund Consumer Website
Plan Participant Web Experience
2016
Life Insurance and Annuity Financial Professional Website
Mutual Fund Financial Professional Website
Mutual Fund Financial Professional Website
Plan Participant Web Experience
Defined Contribution Plan Sponsor Website
Defined Contribution Plan Sponsor Website
Life Insurance and Annuity Consumer Website
Mutual Fund Consumer Website
Mutual Fund Financial Professional Website
Mutual Fund Financial Professional Website
Defined Contribution Plan Sponsor Website
Mutual Fund Financial Professional Website
Defined Contribution Plan Sponsor Website
Mutual Fund Consumer Website
Mutual Fund Financial Professional Website
Defined Contribution Plan Sponsor Website
Life Insurance and Annuity Consumer Website
Life Insurance and Annuity Financial Professional Website
Defined Contribution Plan Sponsor Website
Life Insurance and Annuity Financial Professional Website
Mutual Fund Consumer Website
Mutual Fund Consumer Website
Mutual Fund Financial Professional Website
Defined Contribution Plan Sponsor Website
Defined Contribution Plan Sponsor Website
Mutual Fund Financial Professional Website
Life Insurance and Annuity Financial Professional Website
Defined Contribution Plan Sponsor Website
Life Insurance and Annuity Financial Professional Website
Mutual Fund Consumer Website
Plan Participant Web Experience
Life Insurance and Annuity Financial Professional Website
Mutual Fund Consumer Website
Mutual Fund Financial Professional Website
Life Insurance and Annuity Consumer Website
Mutual Fund Consumer Website
Mutual Fund Financial Professional Website
Defined Contribution Plan Sponsor Website
Defined Contribution Plan Sponsor Website
Mutual Fund Consumer Website
2015
Life Insurance and Annuity Financial Professional Website
Mutual Fund Financial Professional Website
Mutual Fund Financial Professional Website
Mutual Fund Consumer Website
Defined Contribution Plan Sponsor Website
Life Insurance and Annuity Consumer Website
Mutual Fund Consumer Website
Mutual Fund Financial Professional Website
Mutual Fund Financial Professional Website
Defined Contribution Plan Sponsor Website
Mutual Fund Financial Professional Website
Mutual Fund Consumer Website
Mutual Fund Financial Professional Website
Defined Contribution Plan Sponsor Website
Life Insurance and Annuity Consumer Website
Life Insurance and Annuity Financial Professional Website
Defined Contribution Plan Sponsor Website
Life Insurance and Annuity Financial Professional Website
Mutual Fund Consumer Website
Life Insurance and Annuity Consumer Website
Mutual Fund Financial Professional Website
Defined Contribution Plan Sponsor Website
Mutual Fund Financial Professional Website
Life Insurance and Annuity Financial Professional Website
Defined Contribution Plan Sponsor Website
Life Insurance and Annuity Financial Professional Website
Mutual Fund Consumer Website
Mutual Fund Financial Professional Website
Plan Participant Web Experience
Life Insurance and Annuity Financial Professional Website
Mutual Fund Consumer Website
Mutual Fund Financial Professional Website
Life Insurance and Annuity Consumer Website
Mutual Fund Consumer Website
Mutual Fund Financial Professional Website
Defined Contribution Plan Sponsor Website
Plan Participant Web Experience
Mutual Fund Consumer Website
Plan Participant Web Experience
2014
Life Insurance and Annuity Financial Professional Website
Life Insurance and Annuity Financial Professional Website
Life Insurance and Annuity Financial Professional Website
Mutual Fund Consumer Website
Life Insurance and Annuity Consumer Website
Life Insurance and Annuity Consumer Website
Lifeline - Financial Professional Life Insurance & Annuity Website
Life Insurance and Annuity Consumer Website
Defined Contribution Plan Sponsor Website
Life Insurance and Annuity Consumer Website
Life Insurance and Annuity Financial Professional Website
Life Insurance and Annuity Consumer Website
Plan Participant Web Experience
Defined Contribution Plan Sponsor Website
Life Insurance and Annuity Financial Professional Website
Plan Participant Web Experience
2013
Life Insurance and Annuity Financial Professional Website
Plan Participant Web Experience
Plan Participant Web Experience
Life Insurance and Annuity Consumer Website
Defined Contribution Plan Sponsor Website
Defined Contribution Plan Sponsor Website
2012
Defined Contribution Plan Sponsor Website
Plan Participant Web Experience
Defined Contribution Plan Sponsor Website
Mutual Fund Consumer Website
Defined Contribution Plan Sponsor Website
2011
Defined Contribution Plan Sponsor Website
Plan Participant Web Experience
Plan Participant Web Experience
2010
Plan Participant Web Experience
Plan Participant Web Experience
2009
Plan Participant Web Experience
Plan Participant Web Experience
2008
Defined Contribution Plan Sponsor Website
Defined Contribution Plan Sponsor Website
2007
Defined Contribution Plan Sponsor Website
Plan Participant Web Experience
Defined Contribution Plan Sponsor Website
2006
Plan Participant Web Experience
Plan Participant Web Experience
2005
Defined Contribution Plan Sponsor Website
Defined Contribution Plan Sponsor Website
Defined Contribution Plan Participant Website (TA-Retirement.com)
2004
Defined Contribution Plan Sponsor Website
2003
2002
Crystal Pyramid
Crystal Pyramid Award recognizes companies for their success at achieving excellence in the eyes of their customers. Those companies have demonstrated that it takes more than understanding and delivering what customers need and expect. It takes a group of people who reach beyond the ordinary to strive for the extraordinary.
2008
2007
2006
2004
Excellent in Financial Professionals' Opinion of Mutual Fund National Firm Channel
Excellent in Financial Professionals' Opinion of Mutual Fund Independent Firm Channel/Registered Investment Advisor
#1 in Main Office Marketing Managers' Opinion of Mutual Fund Market Leaders
#1 in Financial Professionals' Opinion of Mutual Fund Insurance Channel
#1 in Financial Professionals' Opinion of Mutual Funds Bank Channel
#1 in Financial Professionals' Opinion of Mutual Fund National Firm Channel
#1 in Main Office Operations Managers' Opinion of Mutual Fund Market Leaders
#1 in Financial Professionals' Opinion of Mutual Fund Regional Firm Channel
Excellent in Financial Professionals' Opinion of Mutual Fund Firms
Excellent in Financial Professionals' Opinion of Mutual Fund Independent Firm Channel/Registered Investment Advisor
Excellent in Financial Professionals' Opinion of Mutual Fund Independent Firm Channel/Registered Investment Advisor
Excellent in Financial Professionals' Opinion of Mutual Fund Firms
Excellent in Financial Professionals' Opinion of Mutual Fund Independent Firm Channel/Registered Investment Advisor
#1 in Financial Professionals' Opinion of Mutual Fund Firms
#1 in Financial Professionals' Opinion of Variable Annuity Independent Firm Channel/Registered Investment Advisor
#1 in Financial Professionals' Opinion of Variable Annuity Independent Firm Channel/Registered Investment Advisor
#1 in Financial Professionals' Opinion of Variable Annuity Regional Firm Channel
#1 in Financial Professionals' Opinion of Variable Annuity National Firm Channel
#1 in Financial Professionals' Opinion of Variable Annuity Bank Channel
Excellent in Financial Professionals' Opinion of Variable Annuity Insurance Channel
#1 in Financial Professionals' Opinion of Variable Annuity Firms
Excellent in Financial Professionals' Opinion of Mutual Fund Firms
Excellent in Financial Professionals' Opinion of Mutual Fund Independent Firm Channel/Registered Investment Advisor
#1 in Financial Professionals' Opinion of Variable Annuity Regional Firm Channel
#1 in Financial Professionals' Opinion of Variable Annuity Insurance Channel (Director)
#1 in Financial Professionals' Opinion of Variable Annuity Insurance Channel (Leaders)
Excellent in Financial Professionals' Opinion of Mutual Fund National Firm Channel
Excellent in Financial Professionals' Opinion of Mutual Fund Regional Firm Channel
Excellent in Financial Professionals' Opinion of Mutual Fund Bank Channel
#1 in Main Office Marketing Managers' Opinion of Mid-Size Variable Annuity Firms (Leaders)
#1 in Main Office Operations Managers' Opinion of Variable Annuity Market Leaders (Director)
#1 in Main Office Marketing Managers' Opinion of Mid-Size Variable Annuity Firms (Leaders)
Excellent in Financial Professionals' Opinion of Mutual Fund Independent Firm Channel/Registered Investment Advisor
#1 in Financial Professionals' Opinion of Variable Annuity Independent Firm Channel/Registered Investment Advisor
2003
Excellent in Financial Professionals' Opinion of Mutual Fund Market Leaders
Excellent in Opinion of Financial Professionals- Independent Firm Channel
Excellent in Opinion of Financial Professionals- Insurance Channel
Excellent in Opinion of Financial Professionals- Regional Firm Channel
Excellent in Opinion of Financial Professionals- Wirehouse Channel
Excellent in Opinion of Financial Professionals- Bank Channel
Excellent in Opinion of Financial Professionals- Wirehouse Channel
Excellent in Opinion of Financial Professionals- Independent Firm Channel/ Registered Investment Advisor
Excellent in Opinion of Financial Professionals- Independent Firm Channel/ Registered Investment Advisor
Excellent in Financial Professionals' Opinion of Mid-Size Mutual Fund Firms
Excellent in Opinion of Financial Professionals- Independent Firm Channel/ Registered Investment Advisor
Excellent in Opinion of Financial Professionals- Independent Firm Channel/ Registered Investment Advisor
Excellent in Financial Professionals' Opinion of Mid-Size Mutual Fund Firms
#1 in Opinion of Financial Professionals-Bank Channel
Excellent in Opinion of Financial Professionals- Insurance Channel
Excellent in Opinion of Financial Professionals- Wirehouse Channel
Excellent in Opinion of Financial Professionals- Independent Firm Channel/ Registered Investment Advisor
#1 in Main Office Marketing Managers' Opinion of Variable Annuity Market Leaders
#1 in Main Office Marketing Managers' Opinion of Mid-Size Variable Annuity Firms (Leaders)
#1 in Main Office Operations Managers' Opinion of Variable Annuity Market Leaders (Director)
#1 in Main Office Operations Managers' Opinion of Mid-Size Variable Annuity Firms (Leaders)
#1 in Opinion of Financial Professionals-Bank Channel (Director and Leaders)
Excellent in Opinion of Financial Professionals- Independent Firm Channel/ Registered Investment Advisor
2002
Main Office Marketing Managers' Opinion of Mutual Fund Market Leaders
Financial Professional Opinion of Mutual Fund Firms-RIA/Independent Channel
Financial Professional Opinion of Mutual Fund Firms-RIA/Independent Channel
Financial Professional Opinion of Mutual Fund Firms-Bank Channel
Financial Professional Opinion of Mutual Fund Firms-Insurance Channel
Financial Professional Opinion of Mutual Fund Firms-Regional Firm Channel
Financial Professional Opinion of Mutual Fund Market Leaders
Financial Professional Opinion of Mutual Fund Firms-RIA/Independent Channel
Financial Professional Opinion of Mutual Fund Firms-RIA/Independent Channel
Financial Professional Opinion of Mid-Size Mutual Fund Companies
Financial Professional Opinion of Mid-Size Mutual Fund Companies
Financial Professional Opinion of Mid-Size Mutual Fund Companies
Finanical Professionals in the Insurance Channel
Main Office Operations Managers' Opinion of Variable Annuity Market Leaders
Financial Professional Opinion of Variable Annuity Firm- Wire House Channel
Financial Professional Opinion of Variable Annuity Firms-RIA/ Independent Firm Channel
Financial Professional Opinion of Variable Annuity Firms-Regional Firm Channel
Financial Professional Opinion of Mid-Size Variable Annuity Companies
Finanical Professional Opinion of Variable Annuity Firms- RIA/ Independent Firm Channel
Main Office Marketing Managers' Opinion of Mid-Size Variable Annuity Firms
Main Office Operations Managers' Opinion of Variable Annuity Market Leaders
Main Office Operations Managers' Opinion of Mid-Size Mutual fund Firms
Financial Professional of Variable Annuity Firms-Bank Channel
2001
Excellent in General Opinion of Financial Professionals
Excellent in General Opinion of Financial Professionals
Excellent in General Opinion of Financial Professionals
Excellent in General Opinion of Financial Professionals
Excellent in General Opinion of Financial Professionals
Excellent in General Opinion of Financial Professionals
Excellent in General Opinion of Financial Professionals
#1 in General Opinion of Main Office Marketing Managers
Excellent in General Opinion of Financial Professionals
#1 in General Opinion of Main Office Marketing Managers
#1 in General Opinion of Financial Professionals
Excellent in General Opinion of Financial Professionals
#1 in General Opinion of Financial Professionals
#1 in General Opinion of Financial Professionals
#1 in General Opinion of Financial Professionals
#1 in General Opinion of Main Office Marketing Managers
2000
Financial Professional in the Regional Broker/Dealer Channel Opinion of Mutual Fund Companies
Financial Professional in the Independent Broker/Dealer Channel Opinion of Mutual Fund Companies
Financial Professional in the Regional Broker/Dealer Channel Opinion of Mutual Fund Companies
Financial Professional in the Wire House Channel Opinion of Mutual Fund Companies
Financial Professional Opinion of Mutual Fund Market Leaders
Financial Professional in the Insurance Firm Channel Opinion of Variable Annuity Companies
Financial Professional Opinion of Distributor Priced Mutual Fund Companies
Financial Professional in the Registered Investment Channel Opinion of Mutual Fund Companies
Financial Professional Opinion of Fixed Annuity Market Leaders
Financial Professional in the Registered Investment Advisor Channel Opinion of
Mutual Fund Companies
Main Office Opinion of Mid-Size Mutual Fund Companies
Financial Professional in the Regional Broker/Dealer Channel Opinion of
Variable Annuity Companies
Financial Professional in the Regional Broker/Dealer Channel Opinion of
Mutual Fund Companies
Main Office Opinion of Mutual Fund Market Leaders
Financial Professional in the Independent Broker/Dealer Channel Opinion of
Variable Annuity Companies
Main Office Opinion of Variable Annuity Market Leaders
Financial Professional in the Regional Broker/Dealer Channel Opinion of
Variable Annuity Companies
Financial Professional in the Regional Broker/Dealer Channel Opinion of
Mutual Fund Companies
Financial Professional in the Independent Broker/Dealer Channel Opinion of
Mutual Fund Companies
Financial Professional in the Bank Channel Opinion of Mutual Fund Companies
Financial Professional in the Independent Broker/Dealer Channel Opinion of
Variable Annuity Companies
Financial Professional in the Bank Channel Opinion of Variable Annuity Companies
Main Office Opinion of Variable Annuity Market Leaders
1999
Bank Manager Opinion of Mutual Fund Market Leaders
Bank Manager Opinion of Mutual Fund Market Leaders
Main Office Opinion of Mid-Size Variable Annuity Companies
Main Office Opinion of Mutual Fund Market Leaders
Main Office Opinion of Mutual Fund Market Leaders
Financial Professional Opinion of Mutual Fund Market Leaders
Bank Manager Opinion of Mutual Fund Market Leaders
Financial Professional Opinion of Variable Annuity Market Leaders
Main Office Opinion of Variable Annuity Market Leaders
Main Office Opinion of Variable Annuity Market Leaders
Main Office Opinion of Mid-Size Mutual Fund Companies
Financial Professional Opinion of Mid-Size Mutual Fund Companies
Main Office Opinion of Mid-Size Mutual Fund Companies
Bank Manager Opinion of Mid-Size Variable Annuity Companies
Trust Officers Opinion of Investment Management Companies
Bank Manager Opinion of Fixed Annuity Companies
Bank Manager Opinion of Fixed Annuity Companies
Bank Manager Opinion of Mid-Size Variable Annuity Companies
Trust Officers' Opinion of Institutional Investment Management Companies
Main Office Opinion of Mid-Size Variable Annuity Companies
Bank Manager Opinion of Mid-Size Variable Annuity Companies
Financial Professional Opinion of Variable Annuity Market Leaders
1998
Bank Manager Opinion of Variable Annuity Companies
Financial Professional Opinion of Mutual Fund Market Leaders
Bank Manager Opinion of Fixed Annuity Companies
Financial Professional Opinion of Variable Annuity Companies
Financial Professional Opinion of Variable Annuity Companies
Main Office Opinion of Variable Annuity Companies
Trust Officer Opinion of Investment Management Companies
Bank Manager Opinion of Fixed Annuity Companies
Main Office Opinion of Mutual Fund Companies
Bank Manager Opinion of Mutual Fund Companies
Financial Professional Opinion of Variable Annuity Companies
Financial Professional Opinion of Mutual Fund Market Leaders
Financial Professional Opinion of Mutual Fund Market Leaders
Financial Professional Opinion of Mid-Size Mutual Fund Companies
Financial Professional Opinion of Variable Annuity Companies
Financial Professional Opinion of Variable Annuity Companies
Main Office Opinion of Variable Annuity Companies
Financial Professional Opinion of Mutual Fund Companies
Financial Professional Opinion of Variable Annuity Companies
Bank Manager Opinion of Variable Annuity Companies
Bank Manager Opinion of Variable Annuity Companies
Bank Manager Opinion of Mutual Fund Companies
1997
Financial Professional Opinion of Mutual Fund Companies
Financial Professional Opinion of Mutual Fund Companies
Financial Professional Opinion of Mutual Fund Companies
Financial Professional Opinion of Mutual Fund Companies
Main Office Opinion of Variable Annuity Companies
Financial Professional Opinion of Variable Annuity Companies
Bank Manager Opinion of Distributor/Administrators
Main Office Opinion of Mutual Fund Companies
Financial Professional Opinion of Variable Annuity Companies
Financial Professional Opinion of Variable Annuity Companies
Financial Professional Opinion of Mid-Size Mutual Fund Companies
Financial Professional Opinion of Variable Annuity Companies
Bank Manager Opinion of Variable Annuity Companies
Bank Manager Opinion of Mutual Fund Companies
1996
Financial Professional Opinion of Mutual Fund Market Leaders
Trust Officer Opinion of Investment Management Companies
Bank Manager Opinion of Distributor/Administrators
Main Office Opinion of Mutual Fund Companies
Financial Professional Opinion of Mid-Size Mutual Fund Companies
Financial Professional Opinion of Variable Annuity Companies
Financial Professional Opinion of Mid-Size Mutual Fund Companies
1995
Financial Professional Opinion of Mutual Fund Market Leaders
Bank Manager Opinion of Mutual Fund Companies
Bank Manager Opinion of Distributor/Administrators
Main Office Opinion of Mutual Fund Companies
Main Office Opinion of Mutual Fund Companies
Financial Professional Opinion of Mid-Size Mutual Fund Companies
1994
Financial Professional Opinion of Mutual Fund Market Leaders
Financial Professional Opinion of Mutual Fund Market Leaders
Bank Manager Opinion of Distributor/Administrators
1993
Financial Professional Opinion of Mutual Fund Market Leaders
1992
1991
1990
Financial Professional Opinion of Mutual Fund Companies
1989
1988
Healthcare Communications Seal
The Communications Seal is a mark of excellence awarded to healthcare communications that excel in meeting the needs of healthcare consumers.
2014
2013
2012
2011
2010
Mobile Communications Seal
The Communications Seal is recognition for firms' commitment to Excellence and is awarded to communications that excel in offering a superior experience while meeting the needs of the audiences they serve.
2023
Life Insurance and Annuity Consumer Mobile Site
2022
Benefits OnLine (iOS/Android)
Life Insurance and Annuity Consumer Mobile Site
My Retirement (iOS/Android)
TIAA (iOS/Android)
Voya Retire (iOS)
2021
Defined Contribution Plan Participant Mobile Site
2020
2019
Life Insurance and Annuity Consumer Mobile Site
Defined Contribution Plan Participant Mobile Site
Defined Contribution Plan Participant Mobile Site
Mutual Fund Consumer Mobile Site
2018
Defined Contribution Plan Participant Mobile Site
Benefits OnLine Mobile App (iOS/Android)
Defined Contribution Plan Participant Mobile App
Life Insurance and Annuity Consumer Mobile Site
Defined Contribution Plan Participant Mobile Site
TIAA (iOS/Android)
Defined Contribution Plan Participant Mobile Site
Mutual Fund Consumer Mobile Site
Defined Contribution Plan Participant Mobile Site
Mutual Fund Consumer Mobile Site
Defined Contribution Plan Participant Mobile App
Defined Contribution Plan Participant Mobile Site
Voya Retire (iOS)
2017
Defined Contribution Plan Participant Mobile Site
Life Insurance and Annuity Consumer Mobile Site
Defined Contribution Plan Participant Mobile Site
TIAA (iOS/Android)
Defined Contribution Plan Participant Mobile Site
Mutual Fund Consumer Mobile Site
Mutual Fund Consumer Mobile Site
Defined Contribution Plan Participant Mobile Site
Defined Contribution Plan Participant Mobile App
2016
Defined Contribution Plan Participant Mobile Site
Defined Contribution Plan Participant Mobile Site
Life Insurance and Annuity Consumer Mobile Site
Mutual Fund Consumer Mobile Site
Mutual Fund Consumer Mobile Site
Defined Contribution Plan Participant Mobile Site
Defined Contribution Plan Participant Mobile Site
TIAA (iOS/Android)
Defined Contribution Plan Participant Mobile App
Voya Retire (iOS)
2015
Defined Contribution Plan Participant Mobile Site
Defined Contribution Plan Participant Mobile Site
Life Insurance and Annuity Consumer Mobile Site
Mutual Fund Consumer Mobile Site
Defined Contribution Plan Participant Mobile Site
TIAA-CREF (Android/iOS)
Defined Contribution Plan Participant Mobile App
Voya Retire (iOS)
2014
2013
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