Search for: "INSURED RETIREMENT INSTITUTE"
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21 May 2024, 9:01 pm
Without this carveout, it raises the possibility that various interactions between retirement plans and financial institutions may potentially be considered fiduciary in nature. [read post]
15 May 2024, 1:49 pm
Related: Americans Retiring in France: Visas, Healthcare, Taxes, & More Student visa: For those pursuing education in an institution of higher learning (e.g. university, culinary school, language academy). [read post]
12 May 2024, 9:01 pm
In-Scope Financial Institutions. [read post]
6 May 2024, 5:16 am
Wayne Chopus, CEO of the Insured Retirement Institute stated: “Based on our preliminary review, in issuing this unnecessary and redundant rule, DOL disregarded data showing how millions of lower- and middle-income consumers will be deprived of access to affordable retirement planning assistance. [read post]
3 May 2024, 3:00 am
In December, she went before county supervisors to voice her fears of becoming homeless because the costs of both her rent and health insurance were skyrocketing. [read post]
27 Apr 2024, 6:00 am
READ MORE Hispanics Make Up Nearly Half the Nation’s Uninsured A variety of factors make Latinos less likely to have health insurance, including language barriers, types of occupations and immigration status. [read post]
27 Apr 2024, 6:00 am
READ MORE Hispanics Make Up Nearly Half the Nation’s Uninsured A variety of factors make Latinos less likely to have health insurance, including language barriers, types of occupations and immigration status. [read post]
25 Apr 2024, 6:52 am
The new rule defines “senior executives” as workers “in a policy-making position” whose total annual compensation was “at least $151,164 in the preceding year” (but not including “payments for medical insurance, payments for life insurance, contributions to retirement plans and the cost of other similar fringe benefits”—so, not really “total compensation” at all.) [read post]
17 Apr 2024, 5:00 am
The issue will also be relevant to U.S. citizens who decide to retire and live outside the U.S. [read post]
16 Apr 2024, 9:01 pm
On April 4, 2024, the SEC instituted a voluntary stay of implementation of the final rules pending resolution of the various petitions challenging the final rules that are now before the Eighth Circuit. [read post]
16 Apr 2024, 7:57 pm
CIR is an equal opportunity employer that provides a generous compensation package that includes a competitive salary, premium medical and dental insurance, employer-paid retirement contributions, and other attractive benefits. [read post]
15 Apr 2024, 9:05 pm
However, self-insured plans are exempt from state-level mandates due to the Employee Retirement Income Security Act of 1974. [read post]
10 Apr 2024, 12:23 am
Bureaucracy: Costa Rican institutions can be slow-moving, especially when it comes to processes like immigrating, starting a business, and buying real estate. [read post]
9 Apr 2024, 11:19 am
I have written about this extensively, of course, in part because the especially ridiculous version of that anti-intellectualism in Florida was the proximate cause of my decision to "retire" early and ultimately to move out of the state and country. [read post]
9 Apr 2024, 6:30 am
By creating an accurate list of accounts, passwords, and relevant contact names at financial institutions, you: </span> </p> <ul> <li> <span style="display: initial;"> Alleviate the burden on your loved ones during a difficult time </span> </li> <li> <span style="display: initial;"> Ensure that your… [read post]
1 Apr 2024, 10:00 pm
Retirement Plans . [read post]
25 Mar 2024, 10:00 pm
Retirement Plans . [read post]
25 Mar 2024, 6:38 am
Health plans, their fiduciaries, health plan sponsors and insurers, and their administrative and other service providers may find these updates helpful to plan and communicate with plan members, providers and others as part of their efforts to fulfill their own Health Insurance Portability and Accountability Act (HIPAA) Privacy, Security, and Breach Notification Rules, the claims, notice and fiduciary responsibilities under the Employee Retirement Income Security Act… [read post]
22 Mar 2024, 10:48 am
Per FinCEN, you must report foreign bank accounts, stocks or securities held at foreign financial institutions, foreign mutual funds, accounts at a foreign branch of an American bank, foreign annuity contracts, and foreign life insurance. [read post]
18 Mar 2024, 10:00 pm
Retirement Plans . [read post]
