Why advisers are taking on a bigger role in retirement plans
- Key Insight: Uncover how retirement plan sponsors are shifting investment and fiduciary responsibilities to outside advisers.
- What’s at Stake: The retirement readiness of plan participants as sponsors navigate increasingly complex investment menus.
- Forward Look: Expect plan sponsors to add new investment options over the next 12 months.
Source: Bullets generated by AI with editorial review
Retirement plan sponsors are increasingly turning to advisers to help participants achieve their financial goals, according to a new study, with 93% of sponsors saying they work with an adviser to navigate plan design, investment decisions, and long-term retirement strategy.