06/04/2014

by The Morning Pulse

The earliest delivery of the industry’s essential news

June 4, 2014

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

Do You Practice Good Plan Marketing? 
There’s Hope for Retirement Security Policies from Congress
DOL Again Seeks Comments on TDFs
403(b)s Simplifying Investment Menus
401(k) Distributions Will Top Contributions In 2016

How to Fix the 401(k)
Morningstar-HelloWallet deal ups the ante for financial wellness services
For Rosier Picture, Add Complete Stats
Teachers Want Choice of 403(b) Providers
403(b) Plan Sponsors Move to Simplify Investment Choices

Why Every 401(k) Fiduciary Should Redefine Risk as What Happens When You Miss Your Goal
What to Do With ‘Orphaned’ 401(k)s

DEFINED BENEFIT PENSION PLANS

Oklahoma Pension Reform Bill Becomes Law
Christie’s pension plan could trigger another downgrade
Ventura County pension reform effort collects 40K signatures
Police and firefighters to seek pension-reform session
Day of Reckoning Looms for Canada’s Public Pension Plans

MACRO ECONOMICS AND ASSET MANAGEMENT

U.S. manufacturing growth accelerates in May
Ballooning bond market topples traditional forecasts
Expansion of Chinese services sector accelerates
$48T investment needed to keep up with global energy demand
Asian-Pacific markets mixed after record close on Wall Street

U.S. bond market gets more competitive as small firms see opportunity
Global banks become discreet about U.S. facilities
Unemployment is about to fall a lot faster than predicted
Investors Seek More Transparency FromPrivate Equity Managers

NON TRADITIONAL INVESTMENTS

Traditional managers better positioned for liquid alts 
Infrastructure, buyouts see big jumps

PERSONAL FINANCE

Advisers drawn to Social Security analysis tools
With Advisor Backing, ETF Growth Outpacing All Investment Vehicles
Experience Trumps Professional Designations
Clients attracted to transparent flat fees for advice
Advisors Invent Tool For Clients To Score Themselves On Financial Goals

Estate planning for the young, rich and childless
The Most Valuable Assets to Leave for Your Heirs

HEALTH CARE

VA’s health care system: Problems undo years of progress
Are Pre-Existing Condition Bans for Health Insurance Still with Us?

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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