- FUSE survey data shows 60% of financial advisors deliver retirement education and 58% offer one‑on‑one DC plan consultations, with larger practices more likely to offer retirement income guidance.
- These participant‑focused services signal a shift from plan‑centric oversight to holistic advice, blurring boundaries between DC and wealth management.
- Advisor scale shapes this convergence: larger firms integrate full‑lifecycle guidance, while smaller ones remain centered on education and plan‑level engagement.
