Financial advisors working on 401(k) advisors have happy clients, according to a new Fidelity survey.<\/p>\n
Fidelity\u2019s annual Plan Sponsor Attitudes Study, now in its 15th year, surveyed over 1,100 employers offering retirement plans. The survey found that not only do 90% of sponsors use an advisor for plan sponsor consultation and management, but 80% are satisfied with the plan achieving its goals, up from 74% in 2023.<\/p>\n
81% of sponsors are highly satisfied with their advisors, up from 63% in 2019. Nearly 50% of surveyed sponsors report it is \u201cvery important\u201d advisors guide HSAs\u2014a 21% jump from 25% in 2023. 81% of plan sponsors said plan advisors should be allowed to work with employees outside their respective plans to support their broader financial planning needs.<\/p>\n
<\/span><\/p>","protected":false},"excerpt":{"rendered":" Financial advisors working on 401(k) advisors have happy clients, according to a new Fidelity survey. Fidelity\u2019s annual Plan Sponsor Attitudes Study, now in its 15th year, surveyed over 1,100 employers offering retirement plans. The survey found that not only do … Continue reading