Financial Wellness and Regulatory Issues Top Advisors’ Retirement Servicing Needs

March 30, 2021, Needham, MA – Plan sponsors have been focusing on the decumulation side of the retirement equation, but shortfalls in retirement savings and the recent change in administration have made holistic financial wellness and regulatory knowledge paramount. According to FUSE Research Network’s latest Advisor Trend Monitor Series Report – Advisor Top Trends for 2021, published in conjunction with, financial advisors rated both helping participants with holistic financial wellness and staying on top of regulations and fiduciary requirements as the most important issues for servicing retirement plans.

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