04/07/2014

by The Morning Pulse

April 7, 2014

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

Guidance Leads to a Kinder, Simpler Rollover
Target-Date Funds Continue to Do Well
Workers Demonstrate Uncertain Grasp of Financial Literacy
Retirement caps: a plan that could save billions in tax revenue
Employers say readiness key to successful retirement plan

Implementing Automatic Features in Defined Contribution Plans

401(k)s are better than politician-run pensions
Most indexed 401(k)s beat managed funds
When Your 401(k) Has a Bad Heir Day
The Defined Contribution Challenge

Super system expensive and inefficient

DEFINED BENEFIT PENSION PLANS

Fla. considers a new annuity option for retirees
Funded Ratio Lower in March for Corporate Pension Plans
Usage of Swaps by Pension Plans
Don’t Let 2014 DB Opportunities Pass You By
Pension-reformer says he plans initiative in 2016

Oklahoma pension problems: $823 million annual debt, or $3.4 billion in savings after 30 years?

New suit filed challenging RI pension overhaul
Pension Plans Weighing De-Risking Options
Emanuel’s pension fix costly, but pain is likely to double
CalSTRS says pension funding gap has grown to $73.7 billion

City pension deal will collapse without property taxes

Pensions and retirement
NJ must honor its pension promise to state workers
House panel approves scaled-back pension plan
Investors withdraw proposal after Exxon Mobil agrees on fracking disclosure

Jacksonville’s $1.65 billion pension debt is runaway problem facing City Hall

THE CAPITAL MARKETS

U.S. economy added 192,000 jobs in March
192K New Jobs In March, Unemployment Rate Unchanged At 6.7%
ISM Non-Manufacturing: March Shows Improvement, But Slightly Below Expectations
Jobless Claims Worse Than Expected
More Than Just a NumberRussia nears recession because of sanctions
U.S. corporate-bond buyers struggle as sellers thrive

Demand for private-label MBS increases

ECB maintains key interest rate at 0.25%

NON TRADITIONAL INVESTMENTS

Hedge Fund Advertising Off to a Slow Start
Look before you leap into liquid alts
Seeding and alternative fund routes for start-up hedge fund managers
Alternative Mutual Funds Grow, But Beware Short Track Records
March proves a choppy end to a positive quarter for hedge funds

Hedge Fund Industry Growing With Pensions To Thank
Hedge Funds Aren’t Just For Diversification
Interest Surging in Alts, Experts Say
Hedge funds’ leveraged bets on market rally to magnify sell-offs
Hedge Funds’ AUM Appetite Seen Growing

Pension funds now largest and fastest growing hedge fundinvestors

Are hedge funds, private placements shunning high-net-worth investors?
Private equity firms shun lifting of ad ban

HEALTH CARE

Law Removes Deductible Limits for Small Group Plans
Four Factors Shaping Higher 2015 Healthcare Premiums
PPACA exchanges may work with agents more
Health care industry experiencing new demands for nurses
Capping Hours to Avoid ACA Costs Could Violate ERISA
Four Factors Shaping Higher 2015 Healthcare Premiums

Young Workers Not Flocking to Employer-Sponsored Health Plans

House votes to change health-care law’s definition of full-time work
Walk-in health care is fast-growing profit center for retail chains

PERSONAL FINANCEAnchor

Advisors Now Ready to Use Non-Traditional Products
Goals-based planning takes flight
Advisers move into alternative investments
A Plan to Fund a Long Retirement
Why Retirement Planners Are Using Index-Style Investing

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 Retirement Group 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” and an independent voice, 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 and has written countless articles. He recently authored “A Bid for Change: Using the Competitive Process to Transform Your DC Retirement Program”,  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 which were 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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