older business man talking on smartphone As you are barraged by marketing emails and phonecalls, have you ever wondered why these advisors keep calling, orwhat their business model looks like? (Photo:Shutterstock)

Annually, Fidelity Investments has been surveying plan sponsors to understand their needs andmotivation. 2017's survey revealed that the number one reason plansponsors sought advice from a plan advisor was to get help withfiduciary issues. The year before, the topreason was to understand and address 'participant preparedness' forretirement.

One might think that these surveys are geared towards informingthe plan sponsor community. Instead, they are actually provided byFidelity to the plan advisor industry to help them shape theirservices.

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