Challenges and Opportunities for Advisors
Location: Neopolitan IV
What do sponsors want from advisors that service their plans? And how does that differ from advisors’ perception of what their clients are looking for?
Join Voya Investment Management to identify unmet needs and emerging opportunities by learning about the several disconnects between the perceptions of plan sponsors and advisors:
- Plan sponsors generally consider participants more retirement-ready than do advisors.
- Sponsors focus on plan process, whereas advisors focus on participant outcomes.
- Sponsors are more likely to rate their involvement with investment selection higher than advisors perceive, meaning sponsors see the process as being more important than finding consistency in investment performance.
Joseph M. Labella, CIMA, CAIA, Retirement Strategist, Voya Investment Management