Fidelity: About 1 in 5 Plan Sponsors Seeking New Retirement Adviser

News > Industry > 2023-Industry > Fidelity: About 1 in 5 Plan Sponsors Seeking New Retirement Adviser

One in five plan sponsors (22%) reported they were actively looking to switch advisers, with motivations including more service offerings and better participant communication and education, according to the 14th Fidelity Plan Sponsor Attitudes Study.

Fidelity: About 1 in 5 Plan Sponsors Seeking New Retirement Adviser

One in five plan sponsors (22%) reported they were actively looking to switch advisers, with motivations including more service offerings and better participant communication and education, according to the 14th Fidelity Plan Sponsor Attitudes Study.

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