Check out our annual survey report, 2020 Retirement Trends Report: How Perceptions of Recordkeeping Affect the Way Advisors and Plan Sponsors Run Corporate Retirement Plans.
Here’s a sneak peek at what you’ll see:
- Why the majority of advisors believe recordkeeping is broken
- How advisors and plan sponsors measure the success of a plan (hint: it’s not the same!)
- What advisors are doing to evolve their businesses in the coming years