PLANSPONSOR Weekend Newsdash
Week ending April 22nd, 2016
NOTE FROM THE EDITOR
It’s fair to say that the final fiduciary rule from the Department of Labor has stirred up a lot of emotion among retirement plan advisers and service providers, both positive and negative. In that sense the events of the past week present advisers with an opportunity to think about the pivotal role emotion can plan in client decisionmaking—and not just during the downturns. Collected below are some of PLANADVISER’s recent stories on the impact of emotion on financial services. 
Editor's choice
Financial Wellness Definition Must Consider Emotion
An analytical approach to financial wellness is helpful for some retirement plan participants, but “it’s often emotion that puts retirement money in motion.” Read more >
Discussing Inheritance Can Be Downright Uncomfortable
Three-quarters of wealthy families fail to discuss money and inheritance in ways that avoid misunderstandings and unintended consequences, according to a survey from Merrill Lynch’s Private Banking and Investment Group. Read more >
Worries About Aging Cut Both Ways for Clients and Families
Parents are worried about their independence as they age; kids are worried about their aging parents’ quality of life; parents are worried about their kids’ health and finances; and around it goes. Read more >
Millennials Have False Sense of Retirement Security
Millennials feel hopeful about retirement, despite the fact that many of them haven’t saved at all or don’t know their net worth. Read more >
Behavioral Finance Analysis Highlights Savings Commitment Issues
Americans may be increasingly eager to save according to some measures, but that doesn’t mean they’re excited about earmarking dollars for retirement, or that people are widely committed to the long-term side of savings. Read more >
MOST POPULAR STORIES
Fee and Industry Shifts Mean Retirement Plan Providers Can Play Hardball
A look back at how Fidelity will charge new plan sponsor clients on its platform who choose Vanguard products makes visible the hard-nosed competition that defines the retirement plan recordkeeping and brokerage industries.
Robo-Adviser Tech Enthusiasts Report Less Provider Trust

While they are less trusting of their advisers and providers, clients who identify as “online enthusiasts” have increased the amount of market risk they are taking.

Retirement Planning More a Focus for Those Participating in Retirement Plans

An analysis from Pew Charitable Trusts shows a correlation between access to and participation in workplace-based retirement savings programs and more planning and saving.

2018 PLANSPONSOR Retirement Plan Adviser of the Year Finalists Announced
PLANADVISER is pleased to announce the finalists for the annual PLANSPONSOR Retirement Plan Adviser of the Year awards.
2018 TOP 100 Retirement Plan Advisers
Each year PLANADVISER magazine recognizes the top quantitative standouts from our Retirement Plan Adviser Survey according to the dollar value of qualified plan AUA as well as the number of plans under advisement.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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