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  2. DEFINED CONTRIBUTION
October 08, 2019 02:33 PM

Client retention, cybersecurity are big concerns for advisers – survey

Rob Kozlowski
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    Getty Images/iStockphoto

    Retirement plan advisers are most concerned about client retention and cybersecurity, according to a survey conducted by the National Association of Plan Advisors.

    In the survey of 531 retirement plan advisers at the NAPA 401(k) Summit in April, 35% of respondents ranked the issue of client retention "very important" compared with 24% the previous year when NAPA first conducted the survey. Thirty-five percent also ranked cybersecurity as very important. Cybersecurity was not included as an option in the 2018 survey.

    Fee compression was seen as a very important issue by 24% of respondents compared with 19% the previous year.

    When asked which trends were overhyped, the trend that received the highest response was ESG investing, at 20% of respondents this year compared with 16% last year. Robo-advising had the second most responses at 19% this year, down from 25% last year, followed by collective investment trusts at 15% of respondents this year, up from 12% last year.

    When asked about which topics advisers would like to be more informed, the topic with the most responses was fiduciary education at 54%, followed by financial wellness at 49% and health savings accounts at 47%.

    The NAPA 401(k) Summit Insider can be found on the association's website.

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    October 23, 2023 page one

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    • Topics
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