PLANADVISER Weekend Newsdash
Week ending May 20th, 2016
NOTE FROM THE EDITOR
Happy Friday, PLANADVISER readers! This week we take a deep dive into the psychology of retirees and their families. Often, retirement planning conversations center on dollars and cents, on markets and asset allocations—but every bit as important as the numbers is the retirement vision that clients carry. Below you’ll find insights from real workers and retirees on what they wish they’d done differently, and how they think about life before and after work ends.
Editor's choice
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 >
Most Americans Have Financial Regrets
Those ages 65 and older feel the most regret about not saving early enough for retirement, while Millennials wish they had a bigger emergency fund. Advisers can help.  Read more >
Many Workers Wish They Had Started Saving Earlier
Given a choice between two job offers—one with a retirement plan and one with a higher salary—pre-retirees are five times more likely to choose the retirement plan offer, demonstrating how much workers, especially older workers, value employer-sponsored retirement plans. Read more >
Are You Selling a Retirement Experience?
Top advisers understand the importance of “the experience revolution” that has reshaped the way people shop for all types of goods and services—even defined contribution retirement plans. Read more >
The Many Worries of Generation X
While retirement is the top financial priority for most generations, Gen Xers feel the least prepared for retirement. Read more >
MOST POPULAR STORIES
What Is a DOL Adviser Investigation Like?
The number of Department of Labor investigations of financial advisers has steadily increased over the years; here is a primer on the DOL’s sources of authority, and what to expect when examiners come knocking.
2019 PLANADVISER Micro Plan Survey
Our annual gathering of data on plans with less than $5 million in assets points to a promising market for advisers
TOP 100 Retirement Plan Advisers
Noteworthy retirement plan specialists, based on number of plans and total assets under advisement.
Debt Weighs Heavily on Millennials

They may be grappling with debt for decades to come, according to Nationwide Advisory Solutions.

Americans Worry About Running Out of Money in Retirement

CPA financial planners say Americans are also concerned about maintaining their lifestyle and not being able to meet rising health care costs.

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

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

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