What Retirement Plan Sponsors Are Prioritizing in 2026

Fidelity's 2026 Plan Sponsor Attitudes Survey, now in its 17th year, based on responses from more than 1,300 plan sponsors offers a closer look at what surveyed plan sponsors value most in 2026. Findings shed light on how organizations are navigating an expanding investment landscape while balancing cost, complexity, fiduciary responsibility, and participant needs.

The survey examines plan sponsors’ reported priorities and perspectives on advisor services. According to the survey results, plan sponsors are seeking support related to advisor expertise, investment innovation, and participant education.

Join us to examine plan sponsors reported priorities and how advisors can address decisions involving investment options, cost, fiduciary responsibilities, and participant needs:

• The latest trends in investment solutions and the areas receiving the most sponsor attention
• How sponsors are weighing cost, complexity, fiduciary responsibility, and participant understanding
• Ways advisors can help sponsors evaluate investment innovations in light of plan objectives, costs, fiduciary responsibilities, and participant needs.

Sentinel Pension Advisors, LLC (“SPA”) is an SEC-registered investment adviser. This presentation is informational only—not individualized investment, legal, or tax advice; a recommendation to select an investment, provider, or strategy; or an offer to buy or sell securities. The scope of advisory services is set out in the applicable written agreement. Fiduciary status and responsibilities depend on the services performed and applicable law.

Survey findings are from Fidelity’s 2026 Plan Sponsor Attitudes Survey (Harris Insights and Analytics, online, Q1 2026; 1,311 plan sponsors). They reflect respondents’ views, may not represent all plan sponsors, and do not guarantee outcomes.