01/15/2014

by The Morning Pulse

The earliest delivery of the industry’s essential news

January 15, 2014

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

Average 401(k) Loan Size Drops
TDFs Under Microscope as Plan Sponsors Focus on Fees
Would You Give Up Cable TV to Retire Early?

PENSION PLANS

Bill to overhaul Jersey City pensions passes
Pension reform to take center stage in the Pa. Legislature this spring
Pension Plans Flock To Bonds After 2013 Stock Gains
Switch to 401(k) will make pension crisis worse
Increased Expenses for Private Pensions

Teachers’ Pension Sees Benefits of Merging with State Plan
Now That Pension Plans Are Better Funded, Big Asset Allocation Moves Could Follow

CAPITAL MARKETS

U.S. economy appears poised for comeback
Budget negotiators present $1T U.S. spending bill
Higher revenue gives U.S. record budget surplus
How to Take Advantage of Interest Rate Volatility
Real Earnings Of Private Employees Down Slightly

Low Interest Rates: Main Source Of Growth In U.S. Since 1999

ALTERNATIVE INVESTMENTS

Private Equity Giants Dominate ’13 Fundraising
Hedge Funds’ Bets on China Pay Off
Hedge Funds Ring In New Year By Beating S&P
Investors exit hedge funds at fastest rate in four years
SEC Targets Hedge Fund Compliance Officers

The Fear of Dilution in Hedge Fund Portfolios

Hedge funds’ bearish turn on ags extends into 2014

REAL ESTATE

The REIT Health Care Play
Always Remember To Manage REIT Risk, Don’t Avoid It
CMBS demand prompts nontraditional property deals

HEALTH CARE

Health-care bill for city workers rises 6.7 percent to $152 million
Health Care Plans Attracting More Older, Less Healthy People
Nearly a Quarter of Health Marketplace Enrollees Are Young Adults
Pros and Cons of Pure Defined Contribution Healthcare
Making HSAs and Wellness Work Together

Using Data to Drive HSA Program Engagement

PERSONAL FINANCE

Financial Planning Starts With The Truth About Your Bottom Line
Wealthy clients give advisers higher retention probability
Anxiety Casts Pall on Financial Planning

COMPENSATION AND VOLUNTARY BENEFITS

Wall Street banks introduce mandatory time off
What to Do About Employee Benefits When the Company Is Headed Towards Insolvency

PHILANTHROPY

Philanthropy Trends to Take Advantage of in 2014
Foundation Efforts to Help Detroit Test Limits of Philanthropic Aid to Cities
N.H. Lawmakers Debate Levying Business Tax on Big Nonprofits

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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