06/09/2014

by The Morning Pulse

The earliest delivery of the industry’s essential news

June 9, 2014

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

Survey of nonprofits’ retirement plans shows less is more
Employees More Focused on Overall Financial Wellness
Participants Want Plans with a Stable Value Option
Fiduciary Status Not Triggered by Contribution in Company Stock
It’s Time to Get Rid of Indirect Compensation in Small Business Retirement Plans

Take it or Leave it? What Older Workers Do with Their 401(k) Balances
The Role of Diversity in Investment Committee Effectiveness
The Pros and Cons of Target Date Funds in the Accumulation Phase
Retirement Plan Sponsors Are Very Interested in Whether or Not Their Participants Can Retire Successfully
Where There Is Room for Improvement in 403(b)s

Don’t Let Employer Matching Cutbacks Hurt Your Nest Egg
In divorce, retirement is at risk

DEFINED BENEFIT PENSION PLANS

U.S. corporate DB, DC assets pass $8 trillion mark
People Regret Taking Social Security Early
Pensions funds seek to offload liabilities in pieces
Christie’s pension cut heads to court for a last-minute showdown
Risky investments deepen public pension peril

State Hands Detroit $195 Million; Pensions Remain Big Bankruptcy Issue

MACRO ECONOMICS AND ASSET MANAGEMENT

U.S. economy added 217,000 jobs in May
U.S. posts small increase in initial unemployment claims
Job Cuts Hit 15-Month High
ECB cuts interest rate to record low
Fed officials see different approaches to ensuring market stability

Life insurers scrape for yield

NON TRADITIONAL INVESTMENTS

Hedge funds positive in May as equities, credit and bonds rally

More Hedge Funds Take Up the Activist Playbook
New hedge funds explode in number, still trail the big boys
Kentucky City Wants Out Of Alts.
Houstonians seek alternative investments in energy, real estate

Hedge Funds Betting on Calm as Volatility Shorts Increase
States shift to stocks, hedge funds to close pension funding gap
Bills proposed to permit higher alts allocations at New York pension funds
Americans Aided by Fed Favoring Record REITs
Activists Post Strong Returns, But at a Price

For private equity firms, now is the time to sell

PERSONAL FINANCE

How Waiting To Invest Kills You
Great financial planning finally has a value: 23 per cent more in retirement
Americans’ net worth reaches record in Q1
How much did adviser groups contribute to congressional campaigns?
Financially Literacy Helps Boost Annual Returns 13%

RIAs Set Sights on $4 Trillion 401(k) Business

HEALTH CARE

Fewer to pay penalty for not buying health insurance
Double-digit premium increases predate PPACA
Healthcare’s Big Challenge: How To Measure Value
Long-Term Care: Winging It
HealthCare.gov Floats to Amazon’s Cloud in Revamp

Healthcare Industry Must Reinvent Itself Using Leadership Techniques From Business World

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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