2018 Retirement Trends Report: Advisor and Plan Sponsor Perceptions

 

Vestwell’s 2018 Retirement Trends Survey highlights key sentiments of advisors and plan sponsors as they relate to selling, adopting, and maintaining plans.

Did you know:

  • 57% of advisors see growing their client base as their biggest priority
  • 35% of advisors think the biggest mistake plan sponsors make during plan selection is not knowing what they’re paying for
  • 37% of plan sponsors list filings, taxes, and compliance activities as their biggest pain point
  • and more…

To view the report in its entirety, click here.