05/29/2014

by The Morning Pulse

The earliest delivery of the industry’s essential news

May 29, 2014

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

401(k) Reforms: What Should Be Done
Longer-Term View Needed for TDFs
Easier Enrollment Leads to Better Participation
DOL Delays Fiduciary Redefinition Proposal Again
A 401(k) on autopilot risks going off-course

The Fiduciary Duty of Care: A Nod to the Past and a Look to the Future
A 401(k) Fiduciary Dilemma: The Risk of Using Volatility to Define Risk
The Disposition of DC Accounts: Who Rolls Over into an IRA? Who Leaves Money in the Plan? Who Withdraws Cash?
The Changing Face of Retirement: Aegon’s Retirement Readiness Survey, 2014

DEFINED BENEFIT PENSION PLANS

Taiwan’s biggest pension fund to add alternative investments to portfolio
Oklahoma Senate sends bill to create DC plan to governor
Why Social Security lowballs benefit estimates
Government Pension Plan Shortfalls Snowballing
Cook County pension changes clear Senate

MACRO ECONOMICS AND ASSET MANAGEMENT

Bond market indicates rates won’t go as high as Fed predicts
Positive U.S. economic news boosts Asian-Pacific markets
Consumer Confidence Improves Slightly In May
Gold prices fall amid good news for U.S. economy, Ukraine
Increase slows down for U.S. house prices

Institutional investors tilt towards DM bond funds but keep money flowing into EM funds
Some regulators reportedly frustrated by pace of reform
The Return of Moderation: Sea of TranquilityFoundations and endowments flock go long duration

NON TRADITIONAL INVESTMENTS

Event-driven strategies are shining this year

4 considerations when evaluating alts
Liquid-alternative funds become point of debate
China’s real-estate slump worsens
Eastern Appetite for Alternatives Balloons

More And More Once-Exclusive Hedge Funds Are Tapping Mom And Pop
Private Equity Activity Hits 5-Year High
Private equity deal activity supported by 22% return to investors in 2013
The Fund of Hedge Funds is … Back?
Hedge funds sell off equities

HEALTH CARE

ACA Not the Reason for Increase in Number of Part-Timers 
HealthCare.gov to Cost Taxpayers More Than $1 Billion
Healthcare M&A Value Up 152% in Q1 ’14
New Costs Arising from ACA Snarl Union Bargaining
Why the Major Test for Obamacare Premiums Might Wait Until 2017

Along with Expanded Coverage, Underlying Slow Growth in Health Costs Is Continuing

PERSONAL FINANCE

Estate Planning More Complicated as States Tinker With Transfer Taxes

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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