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.

Solving Challenges of Small and Mid-Sized Retirement Plans

“The small and mid-sized retirement market offers exciting opportunities, but it’s not easy developing the expertise and capabilities to navigate the plan design and compliance. The good news is that you don’t have to do it yourself. Vestwell provides a streamlined, white-labeled retirement platform that acts as an extension of your advisory firm.”

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