Change is Coming – Are You Ready? Learnings from recent survey results

Thursday, November 18, 2021
12:00 pm EST

Nearly 330 plan sponsors were surveyed on plan and participant needs with results highlighting new trends and specific actions advisors can take to increase plan sponsor satisfaction. Join Ron Cohen and Gary Shipper from Allspring Global Investments as they highlight findings from our new Science of Satisfaction survey and share new insights that you can use in your practice to demonstrate your value, increase your effectiveness, and retain and grow your most valuable relationships. Key trends of discussion:

  • What impact did the COVID-19 pandemic have on plan sponsors, and what changes would they like to make going forward? 
  • How satisfied are plan sponsors with their advisors? What steps can advisors take to help ensure sponsor satisfaction?
  • What are the emerging trends most important to advisors?
  • What do sponsors think are of highest importance to employees? How can advisors help sponsors achieve their goals?

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Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR LLC and Reverence Capital Partners, L.P. These firms include but are not limited to Allspring Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).

This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind — including a recommendation for any specific investment, strategy, or plan.

FOR INVESTMENT PROFESSIONAL USE ONLY – NOT FOR USE WITH THE RETAIL PUBLIC

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© 2021 Allspring Global Investments Holdings, LLC. All rights reserved.

Sponsored by
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PRESENTER
Ron Cohen
Head of DCIO Distribution
Allspring Global Investments
PRESENTER
Gary Shipper
Vice President, DCIO Strategic Accounts
Allspring Global Investments
PRESENTER
Randy Long
Senior Contributing Editor,
PLANADVISER
ISS Media