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2024 Plan Sponsor Attitudes Survey
Supporting plan sponsors and their employees achieve their goals requires evolving expertise. In its 15th year, this survey reveals currents trends to help advisors adapt their business strategy to meet current and future client demands.
Highlight 2: Plan Design Insights
Highlight 1: Plan Sponsor and Advisor Relationship
Use of a plan advisor remains high year over year, with 39% of plan sponsors conducting an advisor search to better understand advisory costs or types of services being offered to others.
To find out the top reasons that plan sponsors meet with prospective advisors, download the first of four highlights revealing actionable advisor insights to help support your client interactions.
About the Study
The 15th edition of our proprietary study uncovers opportunities with plan sponsors across the nation.
- Based on the responses of 1,174 plan sponsors who use a wide variety of recordkeepers, not just Fidelity
- Included plans with at least 25 participants and $3 million in assets, from start-ups to plans with more than $250 million in assets
- Focused on plan sponsors using a financial advisor or plan consultant
Get Your Personalized Survey Review
Contact your Fidelity representative today to review the comprehensive insights from our latest Plan Sponsor Attitudes Survey and how they may apply to your business.
2023 Plan Sponsor Attitudes Survey
To review last year's survey results, check out these highlights:
Related Commentary
Survey summary: Harris Insights and Analytics, an independent market research company, conducted an online survey of 1,174 plan sponsors on behalf of Fidelity. Fidelity Investments was not identified as the survey sponsor. The survey was conducted during the month of January, 2024. Respondents were identified as the primary person responsible for managing their organization's 401(k) plan. All plan sponsors confirmed their plans had at least 25 participants and at least $3 million in plan assets. Though the survey is broad in scope, the experiences of the plan sponsors participating in the survey may not be representative of all plan sponsors.