Website Rankings

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 : Q1 2021
 
 
1
TIAA
 
 
2
Nationwide
 
 
3
Fidelity
 
 
4
Lincoln Financial
 
 
5
AIG Annuities
 
 
 
 
Life Insurance/Annuity Financial Professional : Q1 2021
 
 
1
Lincoln Financial
 
 
2
Nationwide
 
 
3
AIG Annuities
 
 
4
Thrivent Financial
 
 
5
Principal Financial
 
 
 
 
Life Insurance/Annuity Consumer : Q4 2020
 
 
1
TIAA
 
 
2
Nationwide
 
 
3
Fidelity
 
 
4
Lincoln Financial
 
 
5
AIG Annuities
 
 
 
 
Life Insurance/Annuity Financial Professional : Q4 2020
 
 
1
Lincoln Financial
 
 
2
Nationwide
 
 
3
AIG Annuities
 
 
4
Thrivent Financial
 
 
5
Principal Financial
 
 
 
 
Life Insurance/Annuity Consumer : Q3 2020
 
 
1
TIAA
 
 
2
Nationwide
 
 
3
Fidelity
 
 
4
Lincoln Financial
 
 
5
AIG Annuities
 
 
 
 
Life Insurance/Annuity Financial Professional : Q3 2020
 
 
1
Lincoln Financial
 
 
2
Nationwide
 
 
3
AIG Annuities
 
 
4
Thrivent Financial
 
 
5
Principal Financial
 
 
 
 
Life Insurance/Annuity Consumer : Q2 2020
 
 
1
TIAA
 
 
2
Fidelity
 
 
3
Nationwide
 
 
4
Lincoln Financial
 
 
5
AIG Annuities
 
 
 
 
Life Insurance/Annuity Financial Professional : Q2 2020
 
 
1
Lincoln Financial
 
 
2
Nationwide
 
 
3
AIG Annuities
 
 
4
Thrivent Financial
 
 
5
Principal Financial
 
 
 
 
Life Insurance/Annuity Consumer : Q1 2020
 
 
1
TIAA
 
 
2
Fidelity
 
 
3
Nationwide
 
 
4
Thrivent Financial
 
 
5
Lincoln Financial
 
 
 
 
Life Insurance/Annuity Financial Professional : Q1 2020
 
 
1
Lincoln Financial
 
 
2
Nationwide
 
 
3
AIG Annuities
 
 
4
Principal Financial
 
 
5
American General
 
;

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 2019
 
 
1
Vanguard
 
 
2
Fidelity
 
 
3
TIAA
 
 
4
TD Ameritrade
 
 
5
E*Trade
 
 
 
 
Mutual Fund Financial Professional : Q4 2019
 
 
1
Putnam Investments
 
 
2
Thrivent Financial
 
 
3
Franklin Templeton
 
 
4
American Funds
 
 
5
Invesco
 
 
 
 
Mutual Fund Consumer : Q3 2019
 
 
1
Vanguard
 
 
2
Fidelity
 
 
3
TIAA
 
 
4
E*Trade
 
 
5
TD Ameritrade
 
 
 
 
Mutual Fund Financial Professional : Q3 2019
 
 
1
Putnam Investments
 
 
2
Thrivent Financial
 
 
3
Franklin Templeton
 
 
4
American Funds
 
 
5
Fidelity
 
;

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 : Q1 2021
 
 
1
TIAA
 
 
2
AIG Retirement Services
 
 
3
Newport Group
 
 
4
Principal Financial
 
 
5
Merrill
 
 
 
 
DC WebMonitor - Plan Sponsor : Q1 2021
 
 
1
Principal Financial
 
 
2
TIAA (PlanFocus)
 
 
3
ICMA-RC
 
 
4
John Hancock Retirement Plan Services
 
 
5
Lincoln Financial
 
 
 
 
DC WebMonitor - Plan Participant : Q4 2020
 
 
1
TIAA
 
 
2
AIG Retirement Services
 
 
3
Newport Group
 
 
4
Wells Fargo
 
 
5
Principal Financial
 
 
 
 
DC WebMonitor - Plan Sponsor : Q4 2020
 
 
1
TIAA (PlanFocus)
 
 
2
Principal Financial
 
 
3
ICMA-RC
 
 
4
John Hancock Retirement Plan Services
 
 
5
Lincoln Financial
 
 
 
 
DC WebMonitor - Plan Participant : Q3 2020
 
 
1
TIAA
 
 
2
AIG Retirement Services
 
 
3
Newport Group
 
 
4
Wells Fargo
 
 
5
Principal Financial
 
 
 
 
DC WebMonitor - Plan Sponsor : Q3 2020
 
 
1
TIAA (PlanFocus)
 
 
2
Principal Financial
 
 
3
ICMA-RC
 
 
4
John Hancock Retirement Plan Services
 
 
5
Lincoln Financial
 
 
 
 
DC WebMonitor - Plan Participant : Q2 2020
 
 
1
TIAA
 
 
2
AIG Retirement Services
 
 
3
Newport Group
 
 
4
Wells Fargo
 
 
5
Principal Financial
 
 
 
 
DC WebMonitor - Plan Sponsor : Q2 2020
 
 
1
TIAA (PlanFocus)
 
 
2
Principal Financial
 
 
3
ICMA-RC
 
 
4
John Hancock Retirement Plan Services
 
 
5
Lincoln Financial
 
 
 
 
DC WebMonitor - Plan Participant : Q1 2020
 
 
1
TIAA
 
 
2
AIG Retirement Services
 
 
3
Newport Group
 
 
4
Principal Financial
 
 
5
Wells Fargo
 
 
 
 
DC WebMonitor - Plan Sponsor : Q1 2020
 
 
1
TIAA (PlanFocus)
 
 
2
Principal Financial
 
 
3
ICMA-RC
 
 
4
John Hancock Retirement Plan Services
 
 
5
Lincoln Financial
 
;

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DALBAR, Inc. is the nation's leading financial services market research firm and performs a variety of ratings and evaluations of practices and communications that are committed to raising the standards of excellence in the financial services and healthcare industries.

With offices in both the US and Canada, DALBAR develops standards and measurement systems that improve the quality of products, service and compliance for the retirement, mutual fund, broker/dealer, discount brokerage, life insurance, healthcare and banking industries.

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