Search for: "Contract Administration Trust Fund"
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30 Jul 2012, 6:33 pm
(b) Fund with the principal's property a trust not created by the principal or a person authorized to create a trust on behalf of the principal. [read post]
26 Jul 2010, 7:10 am
Preneed trust income became a source of funds that could subsidize funeral home operations. [read post]
22 Mar 2021, 9:05 pm
” With the executive order and memorandum in place, federal agencies were required to suspend or cancel funding for federal contractors that use federal funds to support trainings covering the topics outlined in the order. [read post]
4 Feb 2009, 8:59 am
Also request a breakdown of the trustee/administration expenses by: custodial services, fund management, sub-account administration, audit and tax return preparation and reporting. [read post]
18 Oct 2016, 6:44 am
Of the two, Section 2.F is the more detailed: Copies of any agreements or contracts related to the practice of a preneed seller including, but not limited to, the following: (1) Preneed contracts; (2) Trust agreements; (3) trust administration agreements; (4) Provider agreements; (5) Preneed agent agreements, (6) Insurance agreements, (7) Insurance assignments; (8) Insurance beneficiary designations; (9) Investment advisors; and (9) Any other… [read post]
15 Nov 2017, 7:39 pm
The intervenors include TSI, the entity in charge of coordinating debt collection lawsuits and furnishing affidavits and supporting documentation for such lawsuits, which had itself already agreed with the CFPB to resolve its investigation with an administrative Consent Order that required TSI to clean up robosigning abuses and pay a hefty fine, but did not require court approval. [read post]
15 Nov 2017, 7:39 pm
The intervenors include TSI, the entity in charge of coordinating debt collection lawsuits and furnishing affidavits and supporting documentation for such lawsuits, which had itself already agreed with the CFPB to resolve its investigation with an administrative Consent Order that required TSI to clean up its act with respect to robosigning abuses and pay a hefty fine, but did not require court approval. [read post]
24 Jun 2011, 7:49 am
The response letter indicates that one funeral home was cited for failing to have the following records: • All correspondence with the trust administrator • Copies of contracts that provide services to the trust • Records of administrative costs • Records of administrative costs allocated among the trustee and its vendors • The portfolio of trust investments When questioned about its authority for the requests,… [read post]
13 Aug 2008, 11:43 pm
It speaks volumes when many Missouri funeral directors prefer insurance funding despite a state law that permits a 20% sales expense to be retained from trust funded contracts. [read post]
3 Apr 2017, 9:01 pm
In Continental Illinois National Bank and Trust Co. v. [read post]
13 Aug 2014, 9:06 am
If the relationship ended on a sour note, there will be little appetite to fund the ex-employee’s aquafit. [read post]
3 Jun 2008, 9:54 am
Small preneed trusts are often ‘parked’ in mutual funds or government securities. [read post]
29 Aug 2021, 11:50 am
Like so many funeral home preneed trusts, fees will eat up small investment funds. [read post]
29 Aug 2021, 11:50 am
Like so many funeral home preneed trusts, fees will eat up small investment funds. [read post]
12 Sep 2013, 4:52 pm
It is aimed at harmonizing the private international laws of the contracting states relating to trusts; provides that each contracting state recognizes the existence and validity of trusts created by a written trust instrument; sets out the general characteristics of a trust and establishes rules for determining the governing law of trusts with cross-border elements. [read post]
6 Mar 2023, 1:37 pm
The Administration will focus on long-term efforts to defend federal systems in accordance with zero-trust principles. [read post]
20 May 2017, 10:10 am
Paragraph 38 also states that the MFT did not have an agreement with seller funeral home regarding the administration of the assets held for the preneed contracts. [read post]
15 Mar 2016, 2:14 pm
(I) The MassHealth Regulation at 130 CMR 520.023(C)(1)(d), as Newly Interpreted by the Office of Medicaid, Is an Invalid Expression of Federal Medicaid Trust Law The treatment of trusts funded by the MassHealth applicant under federal Medicaid law is found at 42 U.S.C. [read post]
15 Mar 2016, 2:14 pm
(I) The MassHealth Regulation at 130 CMR 520.023(C)(1)(d), as Newly Interpreted by the Office of Medicaid, Is an Invalid Expression of Federal Medicaid Trust Law The treatment of trusts funded by the MassHealth applicant under federal Medicaid law is found at 42 U.S.C. [read post]
14 Jan 2016, 8:13 am
It has the buying power to dictate the market because it has so much purchasing power and the value of the contract to the seller is worth selling low to make it up on volume. [read post]
