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NEPS' Clients Recieve High Scores in Dalbar, Inc.’s 12th Annual Trends and Best Practices in Investor Statements Report
Once again, NEPS’ clients scored high in Dalbar, Inc.’s 12th Annual Trends and Best Practices in Investor Statements Report. This time it is in the area of Defined Contribution Plans.
NEPS’ clients have consistently been rated in the top of all the financial services categories that Dalbar reviews for twelve years and this year is no exception. The report evaluates statements to address the needs of the plan sponsor, the financial professional and, most important, the plan participant. In the ratings, NEPS’ clients included #1 – Prudential, #2 – T. Rowe Price, #4 – PNC Global Investment Servicing and #6 – Principal Financial. In addition, two more NEPS’ clients, TIAA-CREF and ICMA, were rated number 7 and 12 respectively.
NEPS’ statements were singled out specifically for their outstandingly designed sections including at-a-glance account value, personalized rate of return, account detail summary, fund performance, loan status and goals and progress tracking. In additional, NEPS’ designed statements were mentioned for their exceptional messaging and overall design and graphic elements.
With our clear understanding of the financial services industry, our knowledge of the composition tools and highly rated expertise in information and graphic design, NEPS is proud to be considered a leader in the industry.
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