06/02/2014

by The Morning Pulse

The earliest delivery of the industry’s essential news

June 2, 2014

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

Complete Stats Paint Rosier Retirement Savings Picture 
401(k) Balances Up 93%
Younger, Newer Employees the Plan Participation Challenge 
Longer-Term View Needed for TDFs
401(k) Fee Suit Litigator Discusses Best Practices

The Debate Continues Over The Fiduciary Status of 401(k) Plan Service Providers
Free Money for Retirement: A Shocking Number of Workers Turn It Down
‘Working Until I Die,’ the New American Way?
Target-date funds simple, but one size doesn’t fit all retirees

DEFINED BENEFIT PENSION PLANS

Public Pension Plan Investment Return Assumptions
Effects of Pension Plan Changes on Retirement Security
Government Spending on Retirement Systems
Social Security reform offers plenty to fight about
SEC Hits Out at Underfunded Public Pensions

‘Stacked hybrid’ pension plan pitched for long-term savings in Pa.
New Tennessee law requires local government full pension contributions
Pension board poses high-stakes questions about tentative pension reform deal
Regulator hits US public pensions for ‘misleading’ practices
Oklahoma scales back pension plan for some new state workers

Audit Flags Teacher Pension Problem
Will the PBGC’s Own Policies Trigger the Need for a Bailout?
Social Security as Life Insurance
DB provider searches: The next big thing?
Pension changes spur surge in St. Paul police retirements

Pension changes face roadblocks in legislature’s last days
Hybrid pension proposal gains speed in Harrisburg
The pensions that ate New Jersey

MACRO ECONOMICS AND ASSET MANAGEMENT

Weighing The Week Ahead: More Clarity From The Market Message?
U.S. economy contracted in Q1 for first time in 3 years
How Will The Federal Reserve Raise Interest Rates?
Why Are Investors So Skeptical When Many Reports On Economy Seem Generally Positive?
Money managers put financial crisis behind them

Managers not straying far from traditional fixed income
Issuance of mortgage-backed securities wanes

NON TRADITIONAL INVESTMENTS

Hedge Fund Assets to Hit $5.8B by 2018 

Top 500 hedge funds control 90 pct of industry assets
Cybersecurity of hedge fund data
Buy-and-build private equity deals hit a high
Fitch: Traditional Managers Better Positioned for Liquid Alts

Hedge Fund Cover Without the Hedge Fund Fees
Three Ways That Rising AUM Impacts Hedge Fund Returns
‘Very, Very Small Sand Box’ For Stock Hedge Funds
As Hedge Fund Performance Disappoints, SWFs Gain Popularity
Hedge fund giants secure grip on industry despite lagging returns

The Affluent Have an Increasing Interest in Private Equity
Despite Returning Cash, PE Firms Still Forced to Find New Investors

PERSONAL FINANCE

Adviser Annuity Use Down as ETFs Gain Steam
529’s Asset Appetite Shows 20% Rise
FINRA says to beware of high-interest CDs
Americans Lack Financial Plans And Advisors
Most Americans neglect financial planning, hesitate using advisors

Is there a financial planner in the house? At this medical school, yes
Young Practice Owners Earn Trust Over Time
Millenials Delay End-Of-LifePlanning As Economy Stunts Social-Financial Development

HEALTH CARE

More Plan Funerals Than Plan Elder Care
Medicare overpays billions for office visits, patient evaluations
Mixed Bag of Enrollment Gains, Profit Losses for Top Insurers
Majority Says They Haven’t Been Impacted by ACA
US law prods states to revisit health care rules

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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