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2019 PLAN SPONSOR SURVEY
This report is a collection and summary of 1432 retirement plan sponsor respondents who volunteered to participate in our nationwide survey. Our goal was to analyze the responses to identify trends and market changes.
REPORT FEATURES:
✔ Summary of Respondents
✔ Fiduciary Training
✔ Topics of Interest
✔ Searches and Hires
✔ RFP Trends
✔ Evaluating or Adding Investments
✔ Plan Sponsors Questions from 2018
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4 Key Insights From This Year's Report:
Effects of the Fiduciary Rule
Shift in topics of interest and importance attributed to the Fiduciary Rule no longer dominating headlines.
Financial Wellness Trend Growth
The subject of Financial Wellness continues to increase in popularity especially among mid and smaller-sized plans.
Record Keeper / Advisor Searches
Decrease in the number of searches, likely due to drop-off of the Fiduciary Rule and investment performance/ market stability.
Need for Fiduciary Training
The desire for quality, independent Fiduciary Education remains top of mind for Plan Sponsors in 2019.
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