How Plan Advisor and Plan Sponsor Priorities Differ

A new report based on the results of two separate surveys among plan advisors and plan sponsors looks at their perception of the industry as it relates to selling, adopting and maintaining plans.

Vestwell’s 2020 Retirement Trends Report analyzed these two profiles independently and comparatively to see where the groups align, where they differ and how they dictate current retirement trends. Conducted in August 2020, only advisors who sell retirement plans were allowed to respond to the advisor component of the survey, resulting in 434 responses. The sponsor survey included 164 plan sponsors that use Vestwell’s platform.