Jordan Burgess

SVP, Distribution

Burgess is head of specialist field sales at Fidelity Institutional Asset Management. As part of his remit, Burgess oversees DCIO defined contribution investment only (DCIO) sales as well.

Retirement readiness

Benefits Think Going beyond a traditional adviser-plan sponsor relationship

Employers are worried about participants delaying retirement because of a lack of savings, but advisers can ease these concerns, says Fidelity’s Jordan Burgess.

By Jordan Burgess

November 30