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Portfolio company Vestwell has conducted a survey to understand the sentiment of advisors and plan sponsors related to selling, adopting, and maintaining plans. Among the important findings are that for advisors, growing the client base remains top priority.
57% of advisors see growing their client base as their biggest priority 35% of advisors think the biggest mistake plan sponsors make during plan selection is not knowing what they’re paying for 37% of plan sponsors list filings, taxes, and compliance activities as their biggest pain point
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