Life Insurance / Annuity

Each quarter DALBAR's WebMonitor team identifies the best-in-class financial services websites. The rankings below list the Top 5 industry-leading firms by market segment and quarter.

 
 
 
Life Insurance/Annuity Consumer : Q4 2016
 
 
1
TIAA
 
 
2
Fidelity
 
 
3
Thrivent Financial
 
 
4
AIG Annuities
 
 
5
New York Life
 
 
 
 
Life Insurance/Annuity Financial Professional : Q4 2016
 
 
1
Lincoln Financial
 
 
2
Principal Financial
 
 
3
AIG Annuities
 
 
4
Pacific Life
 
 
5
American General
 
 
 
 
Life Insurance/Annuity Consumer : Q3 2016
 
 
1
TIAA
 
 
2
Fidelity
 
 
3
Thrivent Financial
 
 
4
New York Life
 
 
 
 
Life Insurance/Annuity Financial Professional : Q3 2016
 
 
1
Lincoln Financial
 
 
2
Principal Financial
 
 
3
Pacific Life
 
 
4
AIG Annuities
 
 
5
American General
 
 
 
 
Life Insurance/Annuity Consumer : Q2 2016
 
 
1
TIAA
 
 
2
Fidelity
 
 
3
Thrivent Financial
 
 
4
New York Life
 
 
5
AIG Annuities
 
 
 
 
Life Insurance/Annuity Financial Professional : Q2 2016
 
 
1
Lincoln Financial
 
 
2
Principal Financial
 
 
3
Pacific Life
 
 
4
AIG Annuities
 
 
5
American General
 
 
 
 
Life Insurance/Annuity Consumer : Q1 2016
 
 
1
TIAA
 
 
2
Fidelity
 
 
3
Thrivent Financial
 
 
4
New York Life
 
 
5
Lincoln Financial
 
 
 
 
Life Insurance/Annuity Financial Professional : Q1 2016
 
 
1
Lincoln Financial
 
 
2
Principal Financial
 
 
3
Pacific Life
 
 
4
AIG Annuities
 
 
5
American General
 
 
 
 
Life Insurance/Annuity Consumer : Q4 2015
 
 
1
TIAA
 
 
2
Fidelity
 
 
3
Thrivent Financial
 
 
4
New York Life
 
 
5
Lincoln Financial
 
 
 
 
Life Insurance/Annuity Financial Professional : Q4 2015
 
 
1
Lincoln Financial
 
 
2
Principal Financial
 
 
3
Nationwide
 
 
4
Pacific Life
 
 
5
AIG Annuities
 
;

Mutual Fund

Each quarter DALBAR's WebMonitor team identifies the best-in-class financial services websites. The rankings below list the Top 5 industry-leading firms by market segment and quarter.

 
 
 
Mutual Fund Consumer : Q4 2016
 
 
1
Fidelity
 
 
2
Vanguard
 
 
3
TIAA
 
 
4
E*Trade
 
 
5
T. Rowe Price
 
 
 
 
Mutual Fund Financial Professional : Q4 2016
 
 
1
Putnam Investments
 
 
2
Franklin Templeton
 
 
3
Thrivent Financial
 
 
4
OppenheimerFunds
 
 
5
Fidelity
 
 
 
 
Mutual Fund Consumer : Q3 2016
 
 
1
Fidelity
 
 
2
Vanguard
 
 
3
T. Rowe Price
 
 
4
E*Trade
 
 
5
TIAA
 
 
 
 
Mutual Fund Financial Professional : Q3 2016
 
 
1
Putnam Investments
 
 
2
Franklin Templeton
 
 
3
Thrivent Financial
 
 
4
OppenheimerFunds
 
 
5
American Funds
 
 
 
 
Mutual Fund Consumer : Q2 2016
 
 
1
Fidelity
 
 
2
Vanguard
 
 
3
E*Trade
 
 
4
TIAA
 
 
5
T. Rowe Price
 
 
 
 
Mutual Fund Financial Professional : Q2 2016
 
 
1
Putnam Investments
 
 
2
Thrivent Financial
 
 
3
OppenheimerFunds
 
 
4
Franklin Templeton
 
 
5
American Funds
 
 
 
 
Mutual Fund Consumer : Q1 2016
 
 
1
Fidelity
 
 
2
Vanguard
 
 
3
TIAA
 
 
4
E*Trade
 
 
5
T. Rowe Price
 
 
 
 
Mutual Fund Financial Professional : Q1 2016
 
 
1
Putnam Investments
 
 
2
Thrivent Financial
 
 
3
Franklin Templeton
 
 
4
OppenheimerFunds
 
 
5
American Funds
 
 
 
 
Mutual Fund Consumer : Q4 2015
 
 
1
Fidelity
 
 
2
TIAA
 
 
3
Vanguard
 
 
4
E*Trade
 
 
5
USAA
 
 
 
 
Mutual Fund Financial Professional : Q4 2015
 
 
1
Putnam Investments
 
 
2
Franklin Templeton
 
 
3
Thrivent Financial
 
 
4
Fidelity
 
 
5
OppenheimerFunds
 
;

Defined Contribution

Each quarter DALBAR's WebMonitor team identifies the best-in-class financial services websites. The rankings below list the Top 5 industry-leading firms by market segment and quarter.

 
 
 
DC WebMonitor - Plan Participant : Q4 2016
 
 
1
TIAA
 
 
2
Transamerica
 
 
3
Merrill Lynch
 
 
4
Principal Financial
 
 
5
Wells Fargo
 
 
 
 
DC WebMonitor - Plan Sponsor : Q4 2016
 
 
1
TIAA (PlanFocus)
 
 
2
Principal Financial
 
 
3
Transamerica
 
 
4
John Hancock
 
 
5
Newport Group
 
 
 
 
DC WebMonitor - Plan Participant : Q3 2016
 
 
1
TIAA
 
 
2
Transamerica
 
 
3
Merrill Lynch
 
 
4
Principal Financial
 
 
5
Voya Financial (Formerly ING Retirement Services)
 
 
 
 
DC WebMonitor - Plan Sponsor : Q3 2016
 
 
1
TIAA (PlanFocus)
 
 
2
Principal Financial
 
 
3
Transamerica
 
 
4
John Hancock
 
 
5
Newport Group
 
 
 
 
DC WebMonitor - Plan Participant : Q2 2016
 
 
1
TIAA
 
 
2
Transamerica
 
 
3
Merrill Lynch
 
 
4
Principal Financial
 
 
5
Voya Financial (Formerly ING Retirement Services)
 
 
 
 
DC WebMonitor - Plan Sponsor : Q2 2016
 
 
1
TIAA (PlanFocus)
 
 
2
Principal Financial
 
 
3
Transamerica
 
 
4
John Hancock
 
 
5
ICMA-RC
 
 
 
 
DC WebMonitor - Plan Participant : Q1 2016
 
 
1
TIAA
 
 
2
Transamerica
 
 
3
Merrill Lynch
 
 
4
Principal Financial
 
 
5
Voya Financial (Formerly ING Retirement Services)
 
 
 
 
DC WebMonitor - Plan Sponsor : Q1 2016
 
 
1
TIAA (PlanFocus)
 
 
2
Transamerica
 
 
3
John Hancock
 
 
4
Principal Financial
 
 
5
ICMA-RC
 
 
 
 
DC WebMonitor - Plan Participant : Q4 2015
 
 
1
TIAA
 
 
2
Transamerica
 
 
3
Principal Financial
 
 
4
Merrill Lynch
 
 
5
Voya Financial (Formerly ING Retirement Services)
 
 
 
 
DC WebMonitor - Plan Sponsor : Q4 2015
 
 
1
TIAA (PlanFocus)
 
 
2
Transamerica
 
 
3
John Hancock
 
 
4
Principal Financial
 
 
5
ICMA-RC
 
;

For more information about DALBAR's Web Monitor Program, please contact Brook Halloran at 617.624.7273.