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2022 Plan Sponsor Attitudes Survey
Supporting plan sponsors and their employees has become more complex than ever before. In its 13th year, this survey reveals current trends to help advisors align their business approach to timely client needs.
Highlight 5: Sponsors Define Ideal Recordkeeping Relationship
Highlight 4: Beyond the Retirement Plan
Highlight 3: Investment Menu Insights
Highlight 2: Plan Design Changes Improving Retirement Readiness
Year over year, plan sponsors have remained focused on improving retirement readiness for their participants. In 2022, sponsors also reported an increased focus of attracting and retaining top employees with their retirement plans to remain competitive in the marketplace.
Learn more about plan design changes that sponsors are making to improve their plans.
Highlight 1: Increasing Expectations for Retirement Plan Advisors
Sign Up for Our 2022 Highlight Series
- Highlight 1: Increasing Expectations for Retirement Plan Advisors
- Highlight 2: Plan Design Changes Improving Retirement Readiness
- Highlight 3: Investment Menu Insights
- Highlight 4: Beyond the Retirement Plan
- Highlight 5: Sponsors Define Ideal Recordkeeping Relationship
About the Study
The 13th edition of our proprietary study uncovers opportunities with plan sponsors across the nation.
- Based on the responses of 1,285 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.
2021 Plan Sponsor Attitudes Survey
To review last year's survey results, check out these highlights:
Survey summary: Harris Insights and Analytics, an independent market research company, conducted an online survey of 1,285 plan sponsors on behalf of Fidelity. Fidelity Investments was not identified as the survey sponsor. The survey was conducted during the month of March 2022. 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.