Evaluating Operational Challenges to Drive Scale and Efficiency
In August 2019, Vestwell conducted a survey to learn more about the reigning attitudes of today’s retirement plan advisors and how they are successfully approaching plan sales and engagement.
- 33% of advisors see managing scale as their biggest hurdle when it comes to growth
- Yet less than 30% are outsourcing their most basic functions
- Additionally, 20% are still working with more than 6 recordkeepers
- And those numbers are significantly higher for plan specialists!
What to dig deeper? Download the full report here.