Welcome to the fourth annual Retirement Plan Monitor Awards Report. This report highlights the best retirement plan resources and features that lead the online defined contribution plan participant experience. This year, we distribute awards in six categories: Participant Homepage, Participant Account Data, Transaction Capabilities, Educational Resources, Tools and Calculators and Mobile Participant Experience. Within each category, we award a gold, silver or bronze medal based on how well firms meet our criteria.
The Gold medal is reserved for capabilities that offer an exceptionally valuable and comprehensive service to customers in a user-friendly, well-designed interface. We award a Silver medal for functionality that offers strong capabilities while suffering from a few small flaws. Finally, a Bronze medal goes to features that, though imperfect, offer participants an excellent or uniquely valuable service.