Search for: "Annuity Fund"
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25 Jul 2007, 10:14 am
The court analyzed the ERISA claim under Great-West Life & Annuity Ins. [read post]
24 Jul 2007, 4:46 pm
The NYSE regulators say Smith Barney agreed to these huge sanctions to resolve charges related to a variety of fraudulent trading activities, including excessive trading, improper trading in mutual fund shares, improper trading in variable annuity mutual fund sub-accounts, illegal market timing trades, plus the firm's failures to supervise and to maintain adequate books and records. [read post]
23 Jul 2007, 8:57 am
The added expenses associated with variable annuities cannot be justified unless the annuity is held for an extended period of time. [read post]
23 Jul 2007, 8:25 am
I don't want to disparage any of my fellow brokers but I can say with a great deal of certainty that the number of structured settlement experts who have worked with 468b settlement funds on taxable damage cases, AND structured annuities out of them is a mere fraction of the brokers in our industry. [read post]
21 Jul 2007, 1:44 pm
Several consultants criticized structured settlement annuity providers who refuse to accept premiums from single claimant 468B funds - a business practice they characterized as a "conflict of interest" as well as a "fabricated political issue". [read post]
18 Jul 2007, 7:35 pm
Underlying Fund Expenses: relating to investment options. [read post]
18 Jul 2007, 7:12 pm
Several consultants criticized structured settlement annuity providers who refuse to accept premiums from single claimant 468B funds - a business practice they characterized as a "conflict of interest" as well as a "fabricated political issue". [read post]
17 Jul 2007, 6:12 pm
Johnson & Associates Society of Settlement Planners The Center for Special Needs Trust Administration The Garretson Firm Resolution Center The Halpern Group The James Street Group Structured Settlement Annuity Providers Aviva MetLife The Hartford Structured Settlement Factoring Companies Bentzen Funding Solutions J.G. [read post]
17 Jul 2007, 7:41 am
The first option is to have set up a 468b Qualified Settlement Fund out of which payments are to be paid by the various defendants in a case. [read post]
15 Jul 2007, 8:03 am
In major news on a particularly slow news week, it was announced late Friday that the Archdiocese of Los Angeles had finally reached settlement on what will now become the largest single payout on the sexual abuse cases that have plagued the Catholic church since these first broke in Boston back in 2000. [read post]
11 Jul 2007, 3:31 pm
Structured sales, or installment sales of real estate funding with secured annuities is a method of deferring capital gains in a secure fashion that is gaining increasing popularity. [read post]
10 Jul 2007, 10:28 am
Stories abound of these agents selling inappropriate, expensive insurance and annuity products to seniors. [read post]
9 Jul 2007, 1:31 pm
The investigation reportedly revealed multiple instances where a sales representative sold less-expensive, no-load mutual funds owned by the clients and replaced them with more-expensive mutual funds and variable annuities. [read post]
9 Jul 2007, 7:14 am
Named after Section 403(b) of the Internal Revenue Code enacted in 1958, 403(b) plans are retirement annuity contracts, mutual fund custodial accounts for employees of certain tax-exempt organizations, public educational organizations,... [read post]
8 Jul 2007, 10:56 am
" Meanwhile, insurance companies pay commissions on annuities which are often two, three or even 10 times the amount paid on mutual funds, which have more strictly regulated cost disclosures. [read post]
6 Jul 2007, 6:11 pm
" Risk's current Structured Settlement newsletter also includes: A sequential analysis of IRC 468B Qualified Settlement Funds; A useful summary of the structured settlement annuity providers; plus An insightful, but now outdated, article about Murphy v. [read post]
5 Jul 2007, 10:20 am
Basically, she recommended unsuitable mutual funds and variable annuities to a number of elderly and retired customers. [read post]
4 Jul 2007, 10:03 am
Unlike other structured settlement annuity providers, Symetra has formed a factoring company affiliate, Clearscape Funding Corporation, (Clearscape). [read post]
2 Jul 2007, 11:32 am
Basically, she recommended unsuitable mutual funds and variable annuities to a number of elderly and retired customers. [read post]
29 Jun 2007, 5:28 pm
On Friday though, a bipartisan committee appeared to deliver the final blow when it refused to fund a plan to drop to the retirement age from 65 to 63 and the service requirement for annuity payments from 20 years to 10 years. [read post]
