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.


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