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6/13/23 Webinar Recap - 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 listening to 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:

  • Significant expansion of startup tax credits for new plans

  • Introduction of the ‘Roth Match’

  • Increases and updates to catch-up provisions

  • Changes involving student loan payments, disaster relief, and emergency savings

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

*To be eligible for CPE credit you must have attended the live session of the webinar and have completed and submitted the required documentation.


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