PLANADVISER 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 >
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2018 PLANADVISER National Conference
Two Key Themes for DC Plans
For defined contribution (DC) plan participants, wealth accumulation has depended on both equities and fixed income. Yet fixed income will be ever more important in 2018 and beyond, in our view.
DISRUPTION: Time to Consider an OCIO for DC Plans?
GSAM Head of OCIO Greg Calnon says his firm is increasingly focused on supporting defined contribution plan sponsors; while pension plans are still the majority of clients, the outlook is evolving fast.
Republicans Flesh Out Tax Reform 2.0, Taking Aim at Retirement Issues

A trio of bills introduced before the House Ways and Means Committee this week offer the first detailed look at Republican Congressional leaders’ hopes for “Tax Reform 2.0,” which include many initiatives supported broadly by retirement industry stakeholders. 

Church Failed to Provide Retirement Benefits to Former Employees

Its former executive pastor and his wife presented evidence showing that supplemental retirement benefits were improperly taken in November 2011 and placed in the church's building campaign.

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

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

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