November 2, 2012

by The Morning Pulse

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

 Cerulli expects global defined contribution pensions’ assets to reach $13.7tln by 2016

Nearing Retirement? 5 Must-Do Steps

Former PSCA chief: Threat to DC plans is ‘real’

P&I / Rocaton Defined Contribution Survey, part 2

New Strategy Helps Customize TDFs

Popularity Linked to Financial Success

 PENSION PLANS

Pension plans’ funded status drops in U.S., Canada, eurozone

 Returns on Corporate Pension Plans at the Top of State Street’s Master Trust Universe

 Liability Driven Investing May Be Appropriate for Pension Funds in All Interest Rate Environments, According to Standish

 GM pensions: 13,200 white-collar retirees taking buyouts makes sense, analysts say

 County to offer employees lower pensions

 Nearly half of boomers failing to maximize Social Security benefits

 Best Practices of Governmental Employers in Procuring Actuarial Services

 THE CAPITAL MARKETS

 US Institutional Plan Sponsors Gain in Third Quarter

 PIMCO’s El-Erian Warns on Small-Business Hit From Hurricane Sandy

 Stocks Pop on Economic Data

 U.S. will hit borrowing cap near year-end, Treasury says

 Midwest business indicator falls to lowest level in 3 years

 The Economics Of Presidential Politics

 Natural Disasters: Unfair Stimulus

Study: Pension funds to increase Hedge Fund allocation despite recent poor performance

Corporate-bond sales surge as investors hunt for returns

 Risk Parity Consultant Views Survey

 ALTERNATIVES

 Hedge Funds Brace For Uncertainty

 Hedge funds cut bullish oil bets to 3-month low

 Three Hedge Fund ETFs for Uncorrelated Returns

 Hedge Funds Swoop on Falklands Oil Search

The Private Equity Effect

 China’s private equity investors seeking new opportunities

 HEALTH & WELFARE PLANS

 Why Are Profits In the Healthcare Sector So Demonized?

 Alternative Health Benefits: “Like Bringing Your Pet to Work”?

 Healthcare Check-Up: Meeting the New Challenges

 GDP + 0: Prospects and Challenges of Bending the Health Care Cost Curve

 10 Tips for Saving Money on Health Care

 CFOs Identify Cost of Benefits As Hindrance to Company Growth

 One in Four Milwaukee-Area Small Employers Expect to Drop Group Health Coverage in 2013

 Payment Reform Has Best Chance To Improve Quality and Cut Costs, Insurers Say

 Seeking Lower Health Costs, Wal-Mart to Pay Workers’ Costs at Six ‘Centers of Excellence’

 ENDOWMENTS

 University of Michigan endowment dips in fiscal year

 USC receives multimillion dollar endowment

 REGULATION, LEGISLATION, TAXATION AND LITIGATION

 Retirement industry likely to go on defensive no matter who wins

 Second Circuit Allows Employer to Withdraw from Multiemployer DB Plan After Plan Entered Critical Status

 The 2012 Elections and Retirement Tax Policy

 IRS postpones certain tax deadlines for Hurricane Sandy victims

 Should Brokers Be Forced to Disclose Their Bonuses to Clients?

 9 Crucial Eras in U.S. Income Tax History

 Ninth Circuit Says Fiduciary Exception to Attorney-Client Privilege Applies to Insurers

 COMPENSATION AND NONQUALIFIED BENEFITS

 NONE

 INSURANCE INDUSTRY HIGHLIGHTS

 Sandy’s Insured-Loss Tab: Up to $20 Billion

How to Get Fast Insurance Settlements for Hurricane Sandy

Life insurance industry troubles may fall to consumers

5 Solid Dividend Plays in the Insurance Industry

Sandy Seen Lifting Insurance Prices Amid ‘New Reality’

Life insurance still struggling, non-life continues to grow

P&C Insurer Earnings Could Take 26% Hit from Sandy: Morgan Stanley

Fitch: US P/C industry loss reserves adequate, but strength down

 INFORMATION TECHNOLOGY

 How to gauge a cloud-computing provider’s risks