As you are barraged by marketing emails and phone calls, have you ever wondered why these advisors keep calling, or what their business model looks like? (Photo: Shutterstock)
Annually, Fidelity Investments has been surveying plan sponsors to understand their needs and motivation. 2017's survey revealed that the number one reason plan sponsors sought advice from a plan advisor was to get help with fiduciary issues. The year before, the top reason was to understand and address 'participant preparedness' for retirement.
One might think that these surveys are geared towards informing the plan sponsor community. Instead, they are actually provided by Fidelity to the plan advisor industry to help them shape their services.
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