04/16/2014

by The Morning Pulse

The earliest delivery of the industry’s essential news

April 16, 2014

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

AnchorAn Argument for ‘To-Retirement’ TDFs
The Equitable Allocation of Revenue Sharing
AnchorAnchorCoalition Defends Retirement Plan Tax Incentives
AnchorRoth Maximizes Retirement Savings Power
AnchorLessons from Top-Ranked Retirement Systems

How Bad is The 401(k) Excessive Fee Problem?
Affluent Gen Y Ditch DC Plans
Target-Date Funds To Be Majority Of DC Assets
How Much Income Will You Need in Retirement?

DEFINED BENEFIT PENSION PLANS

AnchorCity close to pension deal, which could pave way for bankruptcy exit
Nonprofits Caught in Pension Crossfire Between Foundation, Unions
Pensions and public schools struggle for tax funding
Why Don’t Lower Income Individuals Have Pensions?
Watch Out for the ‘Risk’ in Derisking!

MACRO ECONOMICS AND ASSET MANAGEMENT

U.S. retail sales post biggest increase in 18 months
U.S. budget deficit to fall by nearly a third
Global trade to expand 4.7% this year
Concerns mount about high-yield-bond valuations
Investors warming up to equities a little late in the game

NON TRADITIONAL INVESTMENTS

Hedge funds pose biggest risks in crises
High net worth investors taking alternate routes
Investing in REITs? Here’s What to Look For
First-Time Private Equity Funds Struggled to Raise Capital in Q1
Venture capital fundraising skyrockets in first quarter

HEALTH CARE

Odd-Hour Workers Face Loss of Employer Health Plans
US healthcare usage and spending resumes rise in 2013
Enrollment surge didn’t help public opinion
Health care reform spurs move to defined contribution benefits model
PPACA costs fall as premiums beat forecast

The fast-fading days of retiree health coverageCarriers see no improvement in their PPACA exchangeThe New Frontier of Estate Planning
Tax Preparers’ New Role: Health Coverage Advisers
Growing Shift in the Health Plan Cost Burden from Employers to Employees
Patients Often Win If They Appeal a Denied Health Claim

First Look at Health Exchange Medication Utilization

PERSONAL FINANCEAnchor

Assets flow from wire houses to independent advisers
Unfounded Optimism Noted in Schwab Survey
Your Marginal Tax Rate Is Key to Picking a Retirement Account
FINRA’s ‘Reminder’ About Rollovers Is News to Many

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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