Search for: "Annuity Fund"
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5 Mar 2022, 9:48 am
Annuities and life insurance are commonly exempt from certain claims as well. [read post]
3 Mar 2022, 1:58 pm
The bill would specifically prevent the state from investing pension or annuity funds in companies engaging in financial activities in Russia, and would prohibit the state from banking with institutions that provide banking services for Russia. [read post]
28 Feb 2022, 1:01 pm
The bill would specifically prevent the state from investing pension or annuity funds in companies engaging in financial activities in Russia, and would prohibit the state from banking with institutions that provide banking services for Russia. [read post]
24 Feb 2022, 5:28 am
A subsequent Order was entered by the Family Part which denied Plaintiff’s request for a downward modification of PL support, denied Defendant’s request for counsel fees, expert fees and a litigation fund. [read post]
23 Feb 2022, 6:58 pm
With the influx of Venture Capital and overall interests in Contract Lifecycle Management (CLM), the rest of the legal industry is finally figuring out what InnoLaw‘s Lucy Bassli has known for years; contracts are sexy. [read post]
22 Feb 2022, 4:29 pm
The settlement funds are placed safely in blocked account with a bank, or in a structured annuity to make lump sum payments to child over time;3. [read post]
22 Feb 2022, 8:00 am
Petitioners sued respondents claiming that respondents violated ERISA’s duty of prudence required of all plan fiduciaries by: (1) failing to monitor and control recordkeeping fees, resulting in unreasonably high costs to plan participants; (2) offering mutual funds and annuities in the form of “retail” share classes that carried higher fees than those charged by otherwise identical share classes of the same investments; and (3) offering options that were likely to… [read post]
15 Feb 2022, 6:10 am
Special Rules for Annuities and Loans Medicaid law contains special rules applying to annuities, promissory notes, loans, and mortgages. [read post]
15 Feb 2022, 6:10 am
Special Rules for Annuities and Loans Medicaid law contains special rules applying to annuities, promissory notes, loans, and mortgages. [read post]
15 Feb 2022, 6:10 am
Special Rules for Annuities and Loans Medicaid law contains special rules applying to annuities, promissory notes, loans, and mortgages. [read post]
8 Feb 2022, 12:58 pm
For example, Couture allegedly liquidated one victim’s variable annuities valued at more than $900,000 to pay another client, he also sold two mutual funds in a victim’s retirement account to come up with cash, according to the SEC. [read post]
8 Feb 2022, 9:48 am
These policies are part annuity or life insurance and part long-term care coverage. [read post]
8 Feb 2022, 3:50 am
These policies are part annuity or life insurance and part long-term care coverage. [read post]
6 Feb 2022, 2:47 am
Some exemptions include jointly owned assets with rights of survivorship as well as assets with designated beneficiaries (such as life insurance, annuities, and retirement accounts) and payable upon death or transfer on death accounts. [read post]
4 Feb 2022, 2:44 am
Liability insurance provides a source of funds to pay legal fees as well as settlements or judgments. [read post]
1 Feb 2022, 1:01 pm
The court noted the allegations that using multiple recordkeepers and failing to solicit competitive bids imposed higher costs on participants, but the court concluded that the plan had “explained it was prudent to have this arrangement so [the Plans] could continue offering” the TIAA Traditional Annuity, given that TIAA had required the Plans to use TIAA as the recordkeeper for all TIAA funds in the plan. [read post]
31 Jan 2022, 9:07 am
The trial court signed a Qualified Domestic Relations Order (“QDRO”) authorizing payment of an interest in the husband’s monthly annuity payments to the wife and stating that she was entitled to a survivor annuity. [read post]
28 Jan 2022, 3:50 pm
The employees alleged that the trustees of the plans breached their fiduciary duty to the participants by “(1) failing to monitor and control recordkeeping fees, resulting in unreasonably high costs to plan participants; (2) offering mutual funds and annuities in the form of “retail” share classes that carried higher fees than those charged for otherwise identical share classes (institutional share class) of the same investments; and (3) offering investment… [read post]
24 Jan 2022, 4:00 pm
Regarding investment fees, the Court focused on the wide array of investment options and participants’ ability to choose many of the types of funds the complaint described as preferable choices. [read post]
14 Jan 2022, 8:02 am
Some additional examples of complex and high-risk investment products that can be dangerous for individual investors include: Closed-End Funds Convertible Notes and Reverse Convertible Notes Delaware Statutory Trust (DST) Investment products Equity-Indexed Annuities Equity-Linked Notes (ELNs) Like-Kind Exchanges (LKEs or “1031 Exchanges”) Microcap Stocks (or “Penny Stocks”) Municipal Bond Funds Real Estate Investment Trusts (REITs) Tenant-In-Common… [read post]
