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2023 Plan Sponsor Attitudes Survey
Supporting plan sponsors and their employees has become more complex than ever before. In its 14th year, this survey reveals current trends to help advisors align their business approach to timely client needs.
Highlight 4: Sponsors Aim to Provide Holistic Benefit Programs
Highlight 3: Retirement Plan Evolution and Participant Engagement
Highlight 2: Investment Menu Insights
Over the last two years, investment menu changes are on the rise, with a majority of plan sponsors reporting they plan to increase the number of investment options available in their lineup.
Learn more about Fidelity's 2023 Plan Sponsor Attitudes findings to help support your conversations with plan sponsors.
Highlight 1: Plan Sponsor and Advisor Relationship
Use of a plan advisor continues to rise year over year, with 22% of plan sponsors conducting an active advisor search (another 34% are just benchmarking).
To find out the top reasons that plan sponsors are looking for a new advisor, download the first of four highlights revealing actionable advisor insights to help support your client interactions.
About the Study
The 14th edition of our proprietary study uncovers opportunities with plan sponsors across the nation.
- Based on the responses of 1,351 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.
2022 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 1,351 plan sponsors on behalf of Fidelity. Fidelity Investments was not identified as the survey sponsor. The survey was conducted during the month of March 2023. 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.