Search for: "ANNUITY FUND"
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2 Feb 2007, 5:04 am
The SEC is charging Clarion Management LLP and its hedge fund manager, John Fife, with allegedly buying variable annuity contracts, with the intention of taking part in market timing in mutual funds on behalf of the hedge fund. [read post]
30 Aug 2007, 8:57 am
The fees imposed on variable annuities are considerably higher than those imposed on mutual funds and other alternative investments. [read post]
9 Mar 2010, 6:52 am
TIA-CREFF offers the Traditional Annuity as an investment option for participants in funding vehicles it makes available for 403(b) plans and 401(k) plans. [read post]
4 Sep 2007, 11:58 am
New features included in variable annuity contracts now allow for 5% annual guaranteed withdrawals of funds for life, regardless of actual investment performance. [read post]
27 Nov 2012, 1:26 pm
The article also suggests that a deferred-income annuity, with guaranteed payments starting at a future date, might be the better option, investing your growth and inflation protection component in low cost U.S. and international stock funds. [read post]
15 Nov 2018, 3:01 pm
Parker MacIntyre provides legal and compliance services to investment advisers, broker-dealers, registered representatives, hedge funds, and issuers of securities, among others. [read post]
10 May 2008, 3:49 pm
Technically the term "structured settlement", which is defined under the Internal Revenue Code *, refers to the form of case resolution, whereas a structured annuity is one of two types of "qualified funding asset"** that may be used to fund a structured settlement. [read post]
5 May 2014, 8:54 am
The investment options for a variable annuity are usually mutual funds. [read post]
14 Feb 2009, 3:54 pm
The policyholders of these annuities allocate their funds into different investment accounts offered by an annuity. [read post]
30 Mar 2009, 4:38 pm
This opinion letter was published by the OGC in January 2009 and that spot is now blankNSSTA reported to its members that at National Association of Insurance Commissioners (NAIC) Spring 2009 National Meeting, the Annuity Disclosures Working Group of the Life Insurance and Annuities (A) Committee began considering a proposal by its Chairman, Jim Mumford of the Iowa Insurance Division, to develop "guidelines . . . for more specific disclosure of guaranty fund… [read post]
26 Mar 2010, 1:49 pm
Variable annuities offer investment features similar in many respects to mutual funds, a typical variable annuity offers three basic features not commonly found in mutual funds: - Tax-deferred treatment of earnings; - A death benefit; and - Annuity payout options that can provide guaranteed income for life. [read post]
17 Feb 2021, 9:22 am
In mid-2020, Silver Law Group blogged about VALIC’s payment of a $20 million settlement with the Securities and Exchange Commission (SEC) for breaching its fiduciary duty to clients in connection with mutual fund sales practices. [read post]
23 Jan 2007, 5:43 am
On page 311, item 4. they state that, “We believe that, looking at the economic reality of what has occurred, section 72 is broad enough to treat as annuity contracts obligations calling for payments in periodic installments at regular intervals, especially when the obligor has arranged for actual annuity contracts issued by insurance companies to be used to fund the payments. [read post]
23 Jan 2007, 5:43 am
On page 311, item 4. they state that, “We believe that, looking at the economic reality of what has occurred, section 72 is broad enough to treat as annuity contracts obligations calling for payments in periodic installments at regular intervals, especially when the obligor has arranged for actual annuity contracts issued by insurance companies to be used to fund the payments. [read post]
23 Jan 2007, 5:43 am
On page 311, item 4. they state that, “We believe that, looking at the economic reality of what has occurred, section 72 is broad enough to treat as annuity contracts obligations calling for payments in periodic installments at regular intervals, especially when the obligor has arranged for actual annuity contracts issued by insurance companies to be used to fund the payments. [read post]
23 Jan 2007, 5:43 am
On page 311, item 4. they state that, “We believe that, looking at the economic reality of what has occurred, section 72 is broad enough to treat as annuity contracts obligations calling for payments in periodic installments at regular intervals, especially when the obligor has arranged for actual annuity contracts issued by insurance companies to be used to fund the payments. [read post]
20 Jan 2010, 1:00 pm
Match that against typical hedge fund fees or trust fees in excess of 3% to 5% per year. 3. [read post]
1 Nov 2008, 6:56 pm
In addition, it tracks the risk-adjusted performance of over 20,000 mutual funds and more than 6,000 stocks.What may be surprising to the AIG "hacky sack dancers" is that both American General Life and former structured annuity issuer VALIC are on the list.The Street.Com gives consumers, tort victims, potential and existing structured settlement annuity recipients, property casualty insurers, their attorneys, judges and the media a different… [read post]
6 Apr 2015, 6:52 pm
Annuities are typically funded with after-tax dollars. [read post]
23 Jul 2015, 8:43 am
The senator’s investigation comes on the heels of a speech given by Luis Aguilar, Commissioner to the Securities and Exchange Commission (SEC), before the North American Securities Administrators Association (“NASAA”), stating that the SEC is looking closely at sales practices with respect complex securities including equity-indexed annuities, leveraged and inverse-leveraged exchange traded funds, reverse convertibles, alternative mutual funds, exchange… [read post]
