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4 Aug 2016, 3:54 pm by Sabrina I. Pacifici
That amount does not include an additional $20 trillion of other family assets—such as the value of defined benefit and defined contribution retirement plans (for example, 401(k) plans) and balances in savings and checking accounts. [read post]
3 Aug 2016, 1:39 pm
To do so, it is important for companies to consider and integrate sustainability issues in their strategic planning process. [read post]
3 Aug 2016, 12:32 pm by Kelly Buchanan
  In addition to the enormous effort and investment that the city and the country had to make to organize an event of this magnitude, it was also necessary to work on the regulatory framework of the country. [read post]
3 Aug 2016, 8:05 am by John Jascob
SEC-registered bank holding companies provide much more limited information than investment companies. [read post]
2 Aug 2016, 12:42 am
The bill proposes to set up the Compensatory Afforestation, Management and Planning Authority (“CAMPA”) through which state governments will have access to 42,000 crores which shall be invested in afforestation projects. [read post]
1 Aug 2016, 9:42 pm by Cynthia Marcotte Stamer
Scott Brain, et al of an employee benefit plan trustee, and an individual lawyer and her law firm that served as the employee benefit plan’s outside legal counsel of violating the fiduciary responsibility and whistleblower rules of the Employee Retirement Income Security Act of 1974 (ERISA) illustrates why employee benefit plan sponsors, trustees or other fiduciaries, their management, legal counsel, auditors and other service providers must both prudently… [read post]
29 Jul 2016, 12:05 am by Gene Takagi
– @darrenwalker Medium Commonfund: Responsible Investing Study of Foundations Released by @COF_ and Commonfund Institute http://hubs.ly/H03Gkbq0 For Purpose Law: No one wants to donate to pay for overhead, so we need to call it something sexier: FastCoExist by @bpaynter Gene: Nonprofits’ tax penalties for political spending down sharply, says IRS Ind Sector $14,607 (2015); $643,776 (2014) Stacy Palmer: NYT oped: How the Rich Are Hurting the Museums They Fund Sandra Feinsmith:… [read post]
28 Jul 2016, 2:30 pm by Cynthia Marcotte Stamer
  UMMC made the breach notification to comply with HIPAA’s Breach Notification Rule requirement that health care providers, health plans and healthcare clearinghouses (Covered Entities) timely notify affected individuals, OCR and others of breaches of unsecured ePHI. [read post]
27 Jul 2016, 12:00 pm by Gerry W. Beyer
RJR Pension Investment Committee and the Emergence of Exacting Scrutiny Awaiting Fiduciaries in Breach in the ERISA Litigation Landscape Post Dudenhoeffer, 49 Creighton L. [read post]
27 Jul 2016, 8:12 am by Christopher M. Varano
 Thus, while it is unclear what those ESG disclosure requirements will be, it is likely that some additional regulations and disclosures will be forthcoming, so plan accordingly. [read post]
27 Jul 2016, 8:12 am by Christopher M. Varano
 Thus, while it is unclear what those ESG disclosure requirements will be, it is likely that some additional regulations and disclosures will be forthcoming, so plan accordingly. [read post]
26 Jul 2016, 2:35 am by Jane Seu
Senator Bob Casey (D-Pa.) introduced a plan to invest in jobs for Clinton’s first 100 days, if she is elected. [read post]
22 Jul 2016, 12:31 pm by Stephanie Quiñones
If the aggregate sales price or amount of securities sold during any consecutive 12-month period exceeds $5 million, the issuer must deliver specific written disclosures a reasonable period of time before the date of sale, including a copy of the summary plan description under ERISA or, if the plan is not subject to ERISA, a summary of the material terms of the plan, information about the risks associated with investment in the company’s securities, and… [read post]
22 Jul 2016, 11:01 am by nedaj
SEC to Require IAs to Adopt Business Continuity and Transition Plans. [read post]
22 Jul 2016, 6:10 am
Securities and Exchange Commission and Zhaodong (Ken) Zhong, Rutgers Business School, on Sunday, July 17, 2016 Tags: Capital markets, CFTC, Credit default swaps, Derivatives, Dodd-Frank Act, Financial reform, Financial regulation,Liquidity, OTC derivatives, Reporting regulation, Transparency Empire of the Fund: The Way We Save Now Posted by William Birdthistle, Chicago-Kent College of Law, on Monday, July 18, 2016 Tags: ERISA, Financial regulation, Institutional Investors, Investment… [read post]
15 Jul 2016, 6:38 am by Jim Sedor
A jury convicted him of using his office to secure consulting contracts and investments from lobbyists or those who employ them. [read post]
5 Jul 2016, 2:44 pm by Andrew Hamm
According to Marcus, there are no current plans to add a volume on the Burger Court or any others. [read post]
1 Jul 2016, 1:49 pm by Cynthia Marcotte Stamer
Board Certified in Labor & Employment Law by the Texas Board of Legal Specialization, a Fellow in the American College of Employee Benefit Counsel, past Chair and current committee Co-Chair of the American Bar Association (ABA) RPTE Section Employee Benefits Group, Vice Chair of the ABA Tort & Insurance Practice Section Employee Benefits Committee, former Chair of the ABA Health Law Section Managed Care & Insurance Interest Group, a former ABA Joint Committee… [read post]