Sep 20, 2018
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.