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 1: Plan Sponsor and Advisor Relationship

94%of sponsors reportthat they work with anadvisor or consultant

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:

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