DC Participant Insight Series: Advisor Usage Among DC Plan Participants 2016
Research shows that there are a multitude of driving factors regarding advisor usage among the general population, including age, wealth level, occupation and gender; but what about advisor usage among retirement plan participants? Are the advisors they use associated with their retirement plan, or do they use an outside advisor? If so, what type of advisors do they use? What reasons were involved in making these decisions?