2018 Retirement Trends Report: Advisor and Plan Sponsor Perceptions

retirement trends

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.