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
Dissecting TIAA Subsidiary’s $97 Million SEC Rollover Settlement

A subsidiary of TIAA will settle conflict of interest charges related to the provision of rollover advice to employer-sponsored retirement plan participants; the development offers up some important considerations for financial services professionals.

Empower to Acquire Full-Service Retirement Business of Prudential

Empower will acquire Prudential’s DC, DB, non-qualified and rollover IRA business, in addition to its stable value and separate account investment products and platforms.

With Prudential Acquisition, Empower Aims for Growth Up to 3x Faster Than Other Recordkeepers

The CEO of the nation’s No. 2 recordkeeper says Empower’s focus will continue to be on a best-in-class user experience.

‘Secure Act 2.0’ Likely to Become a Reality

Retirement Plan Execs Confident Senate Will Pass the Bill Into Law

ProNvest Launches Fintech Platform

It can cull data for advisers, banks, credit unions, insurance firms and other institutions to give an overview of a person’s defined contribution plan holdings.

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