12/30/2013

by The Morning Pulse

The earliest delivery of the industry’s essential news

December 30, 2013

401(a)/(k)/403(b)/457(b) PLANS

Equity holding dominate 401(k) accounts
Boomers expected to exit nonprofits in droves
Brokers begin to break into the 401(k) market

PENSION PLANS

Pension ruling delays day of reckoning
A public pension plan that works
Work on Kan. pension gap doesn’t end interest in 401(k)-style plan
Tokyo Pushes to Invest Trillion-Dollar Pension Fund More Broadly
Puerto Rico Governor Signs Pension Reform into Law

Police Salaries and Pensions Push California City to Brink
Illinois teachers sue in effort to block pension reform law
Pension funds request speedy appeal of Detroit bankruptcy eligibility
Polish president approves pension overhaul law
Charter schools fight pension proposal

CAPITAL MARKETS

Weighing The Week Ahead: How To Evaluate The 2014 Forecasts
Initial unemployment claims drop; retail sales increase
New Jobless Claims At 338K, A Big Drop From Last Week
Rail Traffic Continues To Show Positive Economic Signs
Mutual fund inflow largely unaffected by record stock rally

Congress is close to action on $1T spending measure
Insurers could cause next financial crisis
China posts increase in industrial profit for November
Bank stocks become pace setters for S&P 500

ALTERNATIVE INVESTMENTS

Hedge funds take fee cut, rework ‘2- 20’ rule
Hedge Funds Return 1 Percent In November
Hedge Funds Lose Out To Equities, Again
Hedge Funds Eye Fresh Risk Plays for 2014
Hedge Funds Record Best Year In Assets And Client Satisfaction

Abenomics leads to surge in Japanese hedge funds
Five global hedge fund trends
Tech Industry Metrics Support Investments in Private Equity
Private equity IPOs tempt investors

REAL ESTATE

Look to 2017 for return to normal real estate market
NY residential real estate sales down from 2012 boom
Nontraded REITs set up for strong year but speed bumps loom
Banker Expects REIT IPO Wave to Continue in 2014
Does real estate have anything left to give in 2014?

HEALTH CARE

880000 visited HealthCare.gov on Christmas Eve
Cooler health care inflation may stick around
Technology, prevention will move health care costs down
Per-person healthcare spending highest in Mass.; Minn. sees decline
Health Care Analytics Market Will Grow Considerably in 2014

PERSONAL FINANCE

Finance “conventional wisdom” isn’t the same post-crisis
Big capital-gains distributions test financial advisers’ skills
High-Tech Invader to Compete With Advisors
Elder Care Options: Help Clients Get Help
Financial Planning for Divorce

Advisors Neglect Written Financial Plans
Advisors Getting It Wrong on ‘Wealth Management’?

COMPENSATION AND VOLUNTARY BENEFITS

Clawbacks? They’re Still a Rare Breed

PHILANTHROPY

A little research helps donors give wisely
The New Face of Philanthropy: Donor Advised Funds

LITIGATION AND PUBLIC POLICY

Fiduciary rule for advisers is backed by U.S. labor secretary
DOL Seeks Removal of 401(k) Trustee

Jeffrey H. Snyder

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

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ABOUT THE AUTHOR

An American entrepreneur and business leader, Jeffrey H. Snyder represents the American ethos and work ethic by applying his management, finance and information technology skills and experience to the financial services industry. He currently serves as a Vice President, Senior Consultant with Cammack LaRhette Consulting and Chief Executive Officer of The Morning Pulse, Inc., Jeffrey has held a wide range of senior positions within the United States defined contribution retirement industry. His experience is as broad as it is deep and he has worked with many of the industry’s top firms to provide guidance and solutions to employers throughout all sectors of the economy.

Considered an “industry insider”, Jeffrey is often sought out for his opinion on a wide range of industry topics speaking at industry conferences and web events. Most recently, Jeffrey was a panelist for Pension and Investments’ 2013 Public Funds DC Summit and the moderator for Bloomberg’s “Ahead of the Curve: The Latest Trends of Defined Contribution Retirement Plans”. He has also been quoted in industry periodicals such as The Benefits Law Journal and Institutional Investor and has written countless articles. He recently authored Optimizing Public Pension Systems: A Call for a Plan of Action for Public Defined Contribution Plan Sponsors and Eight Hot Topics for Defined Contribution Retirement Plan Sponsors, both picked up by the National media.

ABOUT THE MORNING PULSE

Jeffrey has a passion for reaching out, guiding others and sharing important information. In late 2012, Jeffrey founded The Morning Pulse, Inc., a media company focused on aggregating, organizing and delivering industry information daily. Over a thousand industry professionals and senior executives have come to trust Jeffrey for his editorial eye and timely delivery of important and relevant news.

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