Defined contribution wholesalers—or as our annual accolade acknowledging the best of this “breed” calls them, “Advisor Allies”—have long been a vital support partner for the nation’s retirement plan advisors. But what support is most valued by advisors? 
That said, and from a wide array of services they might (and do) provide, we asked nearly 600 advisor attendees at the 2023 NAPA 401(k) Summit (a.k.a. Summit Insiders) which they valued (most), and while it was a near tie between #1 and #2, there was clearly interest in all:
| Plan tools and resources (such as benchmarking tools, industry reports, fund scoring software, fiduciary best practices) | 193 | 34% |
| Competitive info, best practices of other advisors, hearing what’s working and what isn’t | 183 | 32% |
| Thought leadership on industry trends, legislative changes, other industry data | 131 | 23% |
| Specific investment performance updates and market/fund commentary | 62 | 11% |
Check out the rest of the 2023 NAPA Summit Insider at https://bit.ly/23Summitinsider1
