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Plan Sponsors Attitudes Fidelity Webinar

Every year, since 2008, Fidelity completes an annual survey of their vast plan sponsor client base and shares insightful, trends and opportunities that reflect the evolution and attitudes across the retirement industry. 

Of the over 1,100 responses, the majority of the people that took part in the research were directly responsible for their company’s plan. It also represented a good cross section among the different roles within the organization (i.e. owner/CEO, HR, CFO/finance group). 

On this Webinar, we will share insights from the current Plan Sponsor Attitudes, such as:

  • What did plan sponsors say their top concerns were this year?

  • What plan design and investment menu changes have they made? 

  • What percentage say they are looking for a new advisor and why?

  • What is the shift in the main focus of plan sponsors

  • What is the effect of integration with other employee benefits?