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The Value of a Financial Advisor to Plan Sponsors, 2022
Morgan Stanley 
May 27, 2022 29 pages. "91% of plan sponsors agreed that having a dedicated financial advisor provided them with guidance on critical plan design options as their company scaled.... Eighty-seven percent of plan sponsors agreed that when a Financial Advisor is offered with the workplace retirement plan, the company as a whole has better plan outcomes, including higher employee participation (86%) and more eligible employees being on-track for retirement (86%)." |
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