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Unveiling the Insights: Plan Sponsor Attitudes Survey


June 13, 2023

11:00 AM – 12:00 PM EDT



Supporting plan sponsors and their employees has become more complex than ever before. Fidelity Investments conducted their 14th annual Plan Sponsor Attitudes Survey to better understand the perspectives, behaviors and preferences of plan sponsors, as well as enhance 401(k) plans to attract and retain top talent.

Expand your knowledge by joining The Siekmann Company President Aaron Siekmann and Fidelity Investments VP of DCIO Sales Andrew Spahr as they reveal insights and current trends to help advisors align their business approach to timely client needs, including:

  • Increasing Expectations for Retirement Plan Advisors
  • Plan Design Changes Improving Retirement Readiness
  • Investment Menu Insights
  • Beyond the Retirement Plan
  • Sponsors Define Ideal Recordkeeping Relationship

This webinar qualifies for 1.0 hour of CPE based on Ohio CPE requirements.

Please note our webinar sessions can accommodate a maximum of 250 individuals. Should you experience difficulties accessing the live broadcast, it is likely due to reaching attendee capacity. For your convenience, a recording will be made available on our webinar recording webpage following the presentation.