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Supporting plan sponsors and their participants has become more complex over the last decade. In its 11th year, this study reveals what is top of mind for plan sponsors, helping advisors better align their services and support models to the needs of their clients.
Sponsors working with advisor, versus non-advisors, are more satisfied that their plan is meeting its goals.
Download the second installment in our 2020 highlight series to learn more about how an advisor can add value in helping sponsors manage their plan.
Position your practice to meet clients' needs. Receive our Plan Sponsor Attitudes Highlights Series for key insights.
While the percentage of plan sponsors looking to switch advisors continues to fall, opportunities for prospecting remain.
Download the first installment in our 2020 highlight series to learn more about the factors plan sponsors consider when choosing an advisor.
Contact your Fidelity representative today to review the comprehensive insights from our latest Plan Sponsor Attitudes study and how they may apply to your business.
Survey summary: Harris Insights and Analytics, an independent market research company, conducted an online survey of 1,555 plan sponsors on behalf of Fidelity. Fidelity Investments was not identified as the survey sponsor. The survey was conducted during the month of February 2020. Respondents were identified as the primary person responsible for managing their organization's 401(k) plan. All plan sponsors confirmed their plans represented at least 25 participants and had 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.