Participation registration deadline. Verification sent within 24 hours of completed registration

A link for the email submission area is sent to the primary contact to upload employee email addresses for survey distribution (online participants)

Deadline for any additional survey options

Employee confirmation checklist is due (paper method participants)

Employee email addresses are due 

A link to the Employer Assessment is sent to the contact at each of the registered companies

If applicable, the paper version of the Employee Feedback Survey and business reply envelopes are sent to applicable organizations (paper method participants)

Completed Employer Assessments are due

Employee Feedback Surveys sent via email

Deadline for paper version of the Employee Feedback Survey

Employee Feedback Surveys are due

Organizations making the "Best Places to Work in Money Management" list are notified. Please note: While you will be notified that your organization has made the list, publicly announcing or sharing your win is embargoed until the Pensions & Investments’ special report on the winners is published in December 2025.

Employee Feedback Data Dashboard access is sent (if purchased)

Publication of the “Best Places to Work in Money Management” in Pensions & Investments