by The Morning Pulse
April 16, 2014
401(a)/(k)/403(b)/457(b) RETIREMENT PLANS
An Argument for ‘To-Retirement’ TDFs
The Equitable Allocation of Revenue Sharing
Coalition Defends Retirement Plan Tax Incentives
Roth Maximizes Retirement Savings Power
Lessons 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
City 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
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
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.
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
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