May 20, 2013

by The Morning Pulse

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May 20, 2013

401(a)/(k) / 403(b) / 457(b) RETIREMENT PLANS AND FINANCIAL PLANNING

Packaging the DC Plan

DC Plan Education Has Shifted Focus

Investing for a Lifetime With Life-Cycle Investing

Greater Illiquidity Could Boost DC Pot Sizes by 5%

Projecting Retirement Income on Quarterly Participant Benefit Statements for Defined Contribution Plans

Retirement Security Across Generations

The Tricky Business Of Retirement: Hidden 401(K) Fees


Better DC diversification ‘could boost members’ pots by 5%’

Orphaned 401(k) accounts stacking up 

Converting Defined Contribution Plan Benefits to Annuities Through Rollovers To a Defined Benefit Plan: Practical Considerations For Employers

PENSION PLANS

Considering a Holistic Glide Path Solution

Value of Public Sector Pension Shrinking Under New Proposal

Pension Risk Transfer Attractiveness on Even Keel


Public sector pensions face big hit, claims report

401(k) may replace city pensions

Universities agree to slowly pick up pensions

Pension Funds Seen by Credit Suisse Sticking With Commodities

Updating a Public Pension Plan’s Funding Strategy in the Face of New GASB Standards

THE CAPITAL MARKETS AND INVESTMENTS

Stocks Have Room to Rise, but So Do Interest Rates

Data Dump – More Weak Economic Data

U.S. output, housing, jobs data point to slowdown

First-time unemployment claims climb in U.S.

Mutual Fund Inflows Moderate in April

Data show mixed picture of U.S. housing market

Eurozone trade surplus hits record €22.9B

CFOs report rising optimism, decrease in frustration over economy

ALTERNATIVE INVESTMENTS

Putting the ‘Hedge’ Back in Hedge Funds

Why Hedge Funds Love Greek Banks

HFRU Hedge Fund Composite Index rises +1.43% through mid-May (3.77% YTD)

Hedge Funds Shift to Bearish Bets on Treasury 10-Year Notes

Are ETFs Disrupting the Hedge Fund Industry?

HEALTH CARE AND EMPLOYEE BENEFITS

Employers Changing Plans Due to ACA

PPACA: What can a state do with a federal exchange?

Study Points to a Declining Cost Curve for U.S. Medicines in 2012

IFEBP Survey Finds Confidence in Continued Employer-Sponsored Health Care

Health Law’s Cadillac Tax Bite on Companies Drops by $57 Billion

Retirement healthcare costs decline

ENDOWMENTS, FOUNDATIONS AND PHILANTHROPY

Philanthropy: The New Hollywood Brand

The New Science of Giving

HUMAN RESOURCES, COMPENSATION, NONQUALIFIED AND EXECUTIVE BENEFITS

Stock Options Sneak Back Into the Pay Mix – by Another Name

Golden Parachutes Face Clampdown in EU Law on Executive Pay

CEO Salaries: The Days of Easy Money Are Over

IRS Spotlights Problematic Compensation Practices at Colleges and Universities

Companies Work to Improve Say-on-Pay Outcomes in 2013 After Disappointing Earlier Votes

Why HR Doesn’t Get a Seat at the Table

REGULATION, LEGISLATION, TAXATION, LITIGATION AND PUBLIC POLICY

House Bill to Require SEC, DOL Fiduciary Collaboration

Bill Addresses Issues with Church Plans

More examination of advisers is priority, SEC’s White says

Jeffrey H. Snyder
President & CEO
The Morning Pulse, Inc.
jeffrey.snyder@themorningpulse.com
646-484-0188

ABOUT THE AUTHOR

Jeffrey H. Snyder is a Vice President, Senior Consultant with Cammack LaRhette Consulting. He has 16 years of broad-based defined benefit and defined contribution retirement plan experience consulting to private, public/governmental, not-for-profit and multiemployer plan sponsors. He is responsible for establishing formal fiduciary review processes, evaluating investment managers and service providers, benchmarking plan features and fees as well as establishing communication and education strategies for his clients.

ABOUT THE MORNING PULSE

The Morning Pulse (TMP) is a daily periodical compiling the latest industry news in a wide variety of fields and specialties. TMP includes the perspectives of benefits professionals, consultants, advisors, asset managers, economists, service providers and academics in one easy to read email, delivered at the beginning of each day.

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