December 18, 2012

by The Morning Pulse

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

Covered “Call”

401(k) Rule Proposal Could Be a Light in the Tunnel

Millennials at Risk for Low Savings

Fidelity Survey Finds Only 57 Percent of Financial Advisors Proved Their Worth to Their Clients in Navigating Recent Market Conditions

Retirement costs for defined benefit plans higher than for defined contribution plans

ICI Report Says Transition from Pensions to 401(k)s Won’t Lead to Poverty

How Employers Can Do Better in Promoting Employee Retirement Readiness

PENSION PLANS

Public pensions: Balancing a difficult equation

State Teacher Pension Systems Ranked

CalPERS fight tries to salvage full pensions

Senior Pilots Battle American Airlines Over Whether Pensions Can Be Cashed Out in Lump Sum

City of Springfield’s pension obligations continue to grow

Cities need help to get ahead of looming pension costs

Preparing for a Pension Risk Transfer

J.P. Morgan Manager Forecasts a ‘Grim’ 2013 for Pensions

Exclusive: Pension fund slams San Bernardino for “sham” bankruptcy

THE CAPITAL MARKETS

U.S. economy could grow faster than expected in 2013, experts say

What Inflation Means To You: Inside The Consumer Price Index

World Markets Weekend Review: Make That A 4-Week Rally

Buyout leverage rises to pre-financial crisis levels

Falling immigration and birthrate put pressure on U.S. finances

U.S. CPI Drops Sharply In November; Inflation Expectations Remain Well Anchored

China targets “efficient” growth avoiding asset bubbles, inflation

New Japanese premier faces economy and China

ALTERNATIVE INVESTMENTS

Build Your Own Hedge Fund 

Fees under pressure as hedge funds accept the tough times

Total number of single-manager hedge funds reached record level of 7,867 in 3Q12

Madoff settlement could net hefty profit for hedge funds and investors

Private equity’s European land grab

Hedge Funds Reduce Bullish Bets by Most in a Month: Commodities

HEALTH CARE AND VOLUNTARY BENEFITS

Employers Offering More Financial Incentives to Get Healthy

HHS proposes broker compensation rules for health insurance exchanges

Health Plan Audits Underway

Fitch: 2013 Outlook for Non-Profit Hospitals Stable Despite Mounting Pressures

Most HSA Owners Don’t Know About Preventive Care Coverage

Some Questions and Answers for Employees About Grandfathered Health Plans

Healthcare crisis: not enough specialists for the poor

Federal Government to Control Most Health Insurance Exchanges

Improved Diagnosis: Health Care Costs Projected to Increase More Slowly

ENDOWMENTS, FOUNDATIONS AND PHILANTHROPY

Meaningful philanthropy can be the legacy you leave

Does the Endowment Model Need a Makeover?

Philanthropy is good place to stay invested in: Roshni Nadar, HCL CEO

Podcast: How a Foundation Builds Strong Ties to Charities

REGULATION, LEGISLATION, TAXATION, LITIGATION AND PUBLIC POLICY

Tax-refund delays could be enough to send U.S. into recession

Advice for New SEC Chair: Keep It Simple

COMPENSATION, NONQUALIFIED AND EXECUTIVE BENEFITS

NONE

ACCOUNTING

Top Auditor Defends the Industry

INSURANCE INDUSTRY HIGHLIGHTS

Life Insurance Gaps Result from Mistaken Beliefs about Cost

BANKING INDUSTRY HIGHLIGHTS

Banks need a new direction and new leadership

U.S. banks holding more home loans on their balance sheets

Fed Proposes New Cash Rules for Big Foreign Banks

China’s banking industry dominates quality index

INFORMATION TECHNOLOGY

Setting the Stage for Innovation, Part 1 of 3: Incent an Innovative Culture