Search for: "Retirement Strategies, Inc."
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20 May 2024, 10:00 pm
Servs., Inc., 2024 Cal. [read post]
14 May 2024, 9:05 pm
This role effectively fulfills these needs, offering a discreet yet influential way to guide company strategy and governance. [read post]
8 May 2024, 2:26 pm
FEDERAL EFFORTS TO ADDRESS RETIREMENT FUNDING PROBLEMS. [read post]
17 Mar 2024, 5:42 pm
What Health Plans, Their Fiduciaries, Vendors & Sponsors Should Be Doing Now Health plans, their fiduciaries, health plan sponsors and insurers, and their administrative and other service providers should move quickly to understand and act to mitigate the exposures likely to arise under the Health Insurance Portability and Accountability Act Privacy, Security and Data Breach Rules (HIPAA) Privacy, Security, and Breach Notification Rules, the claims, notice and fiduciary responsibilities under… [read post]
3 Mar 2024, 5:41 am
Pahmer touted as the foundation of a retirement “income strategy” have performed badly, jeopardizing the client’s retirement; GWG Holdings L Bonds parent company filed for bankruptcy; while Tasty Brands (a pizza hut and burger king franchisee) continues to struggle with inflation and wage pressures, and Carter Multi Family reported that it was suspending distributions in October 2023. [read post]
29 Feb 2024, 7:15 pm
Hatcher, Injustice, Inc. [read post]
21 Feb 2024, 1:28 pm
Clair Shores General Employees Retirement System v. [read post]
16 Feb 2024, 9:04 am
Per GAO, that tried-and-true strategy is viable. [read post]
13 Feb 2024, 6:00 am
About the New York State Common Retirement Fund The New York State Common Retirement Fund [Fund] is one of the largest public pension funds in the United States. [read post]
13 Feb 2024, 6:00 am
About the New York State Common Retirement Fund The New York State Common Retirement Fund [Fund] is one of the largest public pension funds in the United States. [read post]
8 Feb 2024, 3:30 am
Following that, I held DEI leadership roles at Gap Inc., Symantec, Nike, and Year Up. [read post]
30 Jan 2024, 9:50 am
Grace & Company, Inc., Alvin H. [read post]
25 Jan 2024, 9:05 pm
The ongoing controversy surrounding the artificial intelligence company OpenAI, Inc. [read post]
18 Dec 2023, 2:48 pm
On November 20, 2023, the Securities and Exchange Commission (“SEC”) charged Payward Inc. and Payward Ventures Inc., together known as Kraken, with operating Kraken’s trading platform as an unregistered securities exchange, broker, dealer, and clearing agency. [read post]
8 Nov 2023, 9:05 pm
In an environment where retirement plan sponsors have faced significant litigation risk over excessive retirement plan fees, the existence of lower fee options that offer investment strategies that are the same or similar to those offered by mutual funds has precipitated the exodus out of mutual funds in favor of CITs. [read post]
12 Oct 2023, 11:05 am
Estate Planning Strategies Create a Buy-Sell Agreement. [read post]
28 Sep 2023, 7:30 am
The couple, represented by securities arbitration law firm Iorio Altamirano LLP, alleges that David Lerner Associates recommended an unsuitable investment strategy to invest and concentrate a significant portion of their retirement savings and net worth into risky and high-commission energy-sector securities that were proprietary to David Lerner Associates, Inc.: (1) Energy 11, L.P. [read post]
11 Sep 2023, 1:58 pm
See Record $16M Anthem HIPAA Settlement Signals Need To Tighten HIPAA Compliance & Risk Management In January, 2021, OCR announced New York health insurer, Excellus Health Plan, Inc., would pay $5.1 million to settle potential HIPAA violations related to a breach affecting over 9.3 million people. [read post]
8 Sep 2023, 12:51 pm
Ameriprise Financial Censured & Fined $4.5 Million Ameriprise Sanctioned for Overcharging Retirement Customers March 2018 – Ameriprise Financial Services Inc. has agreed to settle charges with the SEC for recommending and selling higher-fee mutual fund shares to retail retirement account customers while failing to provide appropriate sales charge waivers. [read post]
16 Aug 2023, 9:04 am
LJM used a risky strategy that relied, in part, on purchasing uncovered options. [read post]
