What optional SECURE 2.0 provisions are plan sponsor most likely to adopt? Fidelity recently invited over 2,000 plan sponsors to participate in a survey, SECURE 2.0 Optional Provisions Survey Insights, in order to obtain insight into client intentions and help ensure Fidelity's implementation strategy is aligned accordingly. Over 300 plan sponsors participated in the survey, representing a range of employer sizes and industries.
Auto-portability was selected as the best choice by plan sponsors in the manufacturing and finance sectors, while professional, technical and scientific services plan sponsors were more interested in unenrolled member disclosures and withdrawals for emergency expenses.
Of the plan sponsors who responded:
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