2026 PLANSPONSOR Best in Class DC Plan Provider Standouts

The service providers listed below will be recognized at the 2026 Excellence in Retirement Awards dinner in June.

Ten providers were recognized as best-in-class DC plan providers, based on ratings from sponsors of defined contribution plans with assets ranging from micro- to mega-plan markets.

Of those 10, seven providers qualified as 2026 PLANSPONSOR Best in Class DC Plan Provider Standouts, each accumulating the greatest number of service awards. Below, we list the honorees, along with the total number of best-in-class awards each provider received.

“Gold” DC Survey Standouts are the providers who received the highest number of Best in Class service awards in each asset range category; “Silver” standouts are the providers who received the second highest number of Best in Class service awards; and “Bronze” standouts are the providers with the third highest total.

The plan provider service ratings were published in February. Additionally, data from the PLANSPONSOR DC Survey: Plan Benchmarking, both broken down by industry and considered in aggregate, can be viewed here.

The 2026 PLANSPONSOR Best in Class DC Plan Provider Standouts will be honored at the 2026 PLANSPONSOR Excellence in Retirement Awards dinner. This event celebrates the accomplishments of “the best of the best” in the retirement plan industry. This year’s dinner will be part of the 2026 PLANSPONSOR National Conference, to be held at the JW Marriott Nashville, in Nashville, Tennessee, from May 31 through June 3.

—Kimberley Gonzalez-Quiles

For more information about the conference, please contact Awards@ISSMediaSolutions.com.

SCROLL DOWN TO SEE THE 2026 DC SURVEY STANDOUTS

Plan Assets <$5M

  • AWARDS11
    Voya Financial gold
    Voya Financial
    gold
  • 7
    Principal Financial Group silver
    Principal Financial Group
    silver
  • 6
    Ascensus bronze
    Ascensus
    bronze

Plan Assets $5M–$25M

  • AWARDS12
    BOK Financial gold
    BOK Financial
    gold
  • 12
    Schwab Workplace Services gold
    Schwab Workplace Services
    gold
  • 11
    Ascensus silver
    Ascensus
    silver
  • 1
    Voya Financial bronze
    Voya Financial
    bronze

Plan Assets >$25M–$50M

  • AWARDS12
    Voya Financial gold
    Voya Financial
    gold
  • 11
    Schwab Workplace Services silver
    Schwab Workplace Services
    silver
  • 8
    Ascensus bronze
    Ascensus
    bronze

Plan Assets >$50M–$200M

  • AWARDS12
    Schwab Workplace Services gold
    Schwab Workplace Services
    gold
  • 12
    Voya Financial gold
    Voya Financial
    gold
  • 10
    Ascensus silver
    Ascensus
    silver
  • 2
    Transamerica bronze
    Transamerica
    bronze

Plan Assets >$200M–$1B

  • AWARDS12
    Milliman gold
    Milliman
    gold
  • 12
    Schwab Workplace Services gold
    Schwab Workplace Services
    gold

Plan Assets >$1B

  • AWARDS12
    Schwab Workplace Services gold
    Schwab Workplace Services
    gold
  • 8
    Fidelity Investments silver
    Fidelity Investments
    silver
  • 4
    Voya Financial bronze
    Voya Financial
    bronze

PLANSPONSOR DC Survey Standouts

Derived from the PLANSPONSOR Defined Contribution Survey

Recipients Announced: March
Recipients recognized at the Excellence in Retirement Awards at the PLANSPONSOR National Conference

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