### Evaluating Operational Challenges to Drive Scale and Efficiency

In August 2019, Vestwell conducted a survey to learn more about the reigning attitudes of today’s retirement plan advisors and how they are successfully approaching plan sales and engagement.

- 33% of advisors see managing scale as their biggest hurdle when it comes to growth
- Yet less than 30% are outsourcing their most basic functions
- Additionally, 20% are still working with more than 6 recordkeepers
- And those numbers are significantly higher for plan specialists!

Want to dig deeper? Download the full report below.

[DOWNLOAD REPORT](https://go.vestwell.com/l/514611/2019-09-12/36dsb8/514611/143255/2019_Retirement_Trends_Report___Vestwell.pdf)

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## 2024 Saving Trends Report

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## 2023 Industry Trends Report

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## 2021 Retirement Trends Report