01/21/2014

by The Morning Pulse

The earliest delivery of the industry’s essential newsJanuary 21, 2014

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

401(k) Investors May Be Missing the Stock Market’s Record Performance
Why is the 401(k) industry getting such a bad rap?
Designing DC Plans for Income Can Yield Better Outcomes
Legacy assets are headaches for 403(b) plan sponsors
UK Discussing Limit for DC Total Expense Ratios

Actuaries Unveil Critical Approach to Assessing Nation’s Retirement-Income Challenges
DC market value to expand six-fold to £1.7trn by 2030
Employers Save With 401(k) Plans
Will Plaintiff Lawyers Cut Down On The Choices In Your 401(k)?
Retirement Readiness: 2013 Generational Research

How to Reach Participants and Boost Engagement
2013 401(k) Index Comments

PENSION PLANS

Equities give pension funds worldwide a leg up
News Corp. freezes pensions in cost-control measure
Pensions: To Merge, or Not to Merge
Pennsylvania Pension-Fix Impasse Punishes Investors
Pension Fund Fight Underway At Statehouse

Germany plans to raise pension outlays by 60 bn euros
Battle over police pensions in US cities takes ugly turn
State pensions: The danger of switching to 401(k)s
How to Monitor Your Pension’s Health
Strengthening the Security of Public Sector Defined Benefit Plans 

2013 International Pension Plans Survey Finds Savings Feature Gaining in Popularity
Misdirected impulse to shift from DB plans
City of Tulsa pension study progresses
Coachella Valley pension gap grows another $75 million
Looming pension payment could drive city taxes to highest in US

Flaws of adopting cost cutting in switching to DC plans

CAPITAL MARKETS

Weighing The Week Ahead: More ‘Experts’ Call The Market Top
U.S. unemployment claims decline
Opportunity for U.S. tax reform begins to emerge
ECB sees possible volatility increase in money market rates
Managers expect growth in US economy and profits

Equity Market Flows Top $400B in 2013
Fed assesses U.S. economy as mending nicely
Companies go on a hiring spree for compliance
December’s Housing And Industrial Reports Bring Mixed News
Companies worldwide gain confidence to increase spending

Major U.S. banks are emerging from crisis, experts say
Small and mid-cap investors look to undervalued companies with good fundamentals
Deflation probably can be contained, economists say

ALTERNATIVE INVESTMENTS
BlackRock Global Survey of Institutional Investors
Seven of 11 Newedge Hedge Fund Indices produced positive returns in 2013
Hedge Fund Compensation Up 16% In 2013, Bonuses Up 30%
Hedge Funds Up 9.73%
Hedge funds could start rushing into this sector

Investors bet big on stock hedge funds, snub traditional funds
Private equity investments jump to $9.1 bn in 2013
Over-diversification-the risk of hiring too many hedge fund managers
Union not happy with N.C. treasurer’s push into fee-heavyinvestments
Pension funds to go after alternatives in 2014

Great year anticipated for hedge fund startups
2014 inflows for hedge funds set to be best since 2007
Investors bet big on stock hedge funds

REAL ESTATE

Fall of REITs Puts Their Rhythms in Doubt
Commercial real estate rebound predicted
Institutions poised to increase real estate and real asset allocations
Real estate investment trusts are an under-embraced asset class

HEALTH CARE

Does PPACA spell the end for retiree health benefits?
Priorities for Health Care Institution Investment Committees
HealthCare.gov still riddled with potential security issues
HealthCare.gov payment system STILL not built
CBO Report on Approaches to Reducing Federal Spending on Military Health Care

Continuous Insurance Before Medicare Enrollment Associated with Better Health and Lower Program Spending
Health Care IT Funding Nearly Doubles in 2013
Don’t overlook planning for health care during retirement
Medicare Advantage enrollment grew
Options Exist for Employees Who Do Not Like Their Employers’ Health Insurance Coverage
Deductibles in More Than One-Third of Small Group Health Plans Exceeded ACA Limits

Health Exchanges See Little Progress on Uninsured

Rules for Equal Coverage by Employers Remain Elusive Under Health Law

PERSONAL FINANCE

Advisers see rising rates as key issue for clients
SEC plans focus on advisers’ conflicts of interest
Financial blunders to avoid in a marriage
Many advisors don’t have a business or retirement plan

COMPENSATION AND VOLUNTARY BENEFITS

U.S. CEO pay is excessive, institutional investors say
Directors, investors still far apart on exec comp
Life insurers grapple with spike in frauds

Insurers post 47% growth in premiums

PHILANTHROPY

How To Make The Most Of Philanthropy
10 Resolutions for Endowments and Foundations
Group Estimates Philanthropy Rose 13% in 2013
Why brands should focus on social change, not philanthropy
Why Our Foundations Are Investing in Detroit

Charitable Deduction Probably Safe for 2014Is Nonprofit Board Service Worth It?

Jeffrey H. Snyder

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

Have an interesting article or periodical to recommend? Send an email to: todaysinterestingarticles@gmail.com

Interested in joining in on the discussion? Would you like access to previous editions of The Morning Pulse? Then join The Morning Pulse Linkedin group.

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.

The hyperlinks above take you to internet site(s) sponsored and maintained by independent third parties that are unaffiliated with The Morning Pulse, Inc. It is for general reference and educational purposes. Although we believe the content provider to be a reliable source of information, we do not guarantee the accuracy of the information or warranty the representations of such Websites. The information available through these Web sites has not been prepared by nor does The Morning Pulse, Inc. have an ability to alter the content, and content will not be monitored by The Morning Pulse, Inc. in the future. The Morning Pulse, Inc. assumes no responsibility for the use of or inability to use such site and recommends you review the terms, conditions, and privacy policy applying to your use of the site. Expression of opinions contained on these hyperlinks may or may not be consistent with the opinions of The Morning Pulse, Inc.