Dalbar Inc.

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• DALBAR Invites Financial Firms to Submit Investor Statements for Annual Ranking Program

  - 2009-08-10

  BOSTON -- Do you believe your firm produces cutting-edge investor statements for your clients? If so, why not turn â??cutting-edgeâ?? into â??award-winningâ?? and promote your firmâ??s commitment to high-quality...

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• DALBAR Performs In-House QDIA Validation

  - 2009-03-18

  T. Rowe Price Retirement Funds Validated BOSTON -- DALBAR successfully tested the T. Rowe Price Retirement Funds using the...

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• DALBAR Announces QDIA Validation

  - 2009-03-05

  Putnam Absolute Return 500 Fund Is Certified BOSTON -- DALBAR announced the introduction of a new service designed to...

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• DALBAR Adviser Audit Upgraded for New IRA and 401 Regulation

  - 2009-01-21

  BOSTON -- DALBAR has announced upgrades to its audit program for fiduciary advisers required under the Pension Protection Act of 2006. This announcement comes in the wake of new regulation that extends the audit requirement to all advisers that serve IRA plans. The new regulations made it clear that...

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• Sun Life Financial Wins DALBAR Service Award for Fourth Consecutive Year

  - 2009-01-14

  WELLESLEY, Mass. -- The U.S. division of Sun Life Financial Inc. (NYSE: SLF, TSX: SLF) received its fourth consecutive DALBAR Financial Intermediary Post-Sale Service Award for 2008, ranking first among all companies in the category. DALBAR, a firm that provides research and ratings on customer satisfaction and service in the...

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• InvescoAim.com Earns Higher Marks from DALBAR

  - 2008-09-03

  HOUSTON -- Invesco AimSM announced today that its Web site was ranked in the top 10 in both the Consumer and Financial Professional categories of DALBAR's Second Quarter 2008 Web Rankings. DALBAR, Inc. is an independent organization and issues a quarterly report on the standing of the 25 mutual...

  Tags: Benefits, FINANCE, Invesco, Investment

• Prudential Earns DALBAR Awards

  - 2008-02-21

  Prudential's Retirement and Annuities Businesses Rate Among Industry's Best for Customer Service and Communications

  Tags: Prudential Insurance Company of America

• DALBAR Announces Nine Years of Excellence: Merrill Lynch Unparalleled in Client Statements

  - 2008-02-13

  BOSTON -- For 2007, the ninth year in a row, Merrill Lynch's 401k Statement has earned DALBAR's Seal of Excellence in client communications. The Merrill Lynch statement has also been rated best for the past 4 years.

  Tags: Merrill Lynch & Co. Inc.

• DALBAR Announces Its 2007 Service Award Winners in Financial Services

  - 2008-01-15

  BOSTON -- Today DALBAR released the 2007 winners of its annual Service Awards. For more than a decade, DALBAR has conducted rigorous testing of service delivery and, each year, identified those mutual fund, broker/dealer, annuity, life insurance and retirement plan providers that are able to deliver industry-leading service to their...

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• Sun Life Financial Wins DALBAR Service Award for Third Consecutive Year

  - 2008-01-10

  WELLESLEY, Mass. -- The U.S. division of Sun Life Financial Inc. (NYSE: SLF, TSX: SLF) has been awarded its third consecutive DALBAR Financial Intermediary Post-Sale Service Award for 2007. DALBAR, a firm that provides research and ratings on customer satisfaction and service in the financial services industry, annually honors financial...

  Tags: financial, Sun Microsystems Inc.