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23 Aug 2016, 6:15 am by Daniel Shaviro
I happen to have just thought of a new way of putting it (I think) crisply that I'll plan to use in the future as needed.For a typical set-up, say I'm saving for retirement, and all of a sudden a new tax on saving is imposed. [read post]
19 Aug 2016, 12:29 pm by scottgaille
  How many energy mergers have lived up to their dreams of synergies and cost savings? [read post]
17 Aug 2016, 4:28 pm by Sabrina I. Pacifici
The buyer of a new long-haul truck in 2027 would recoup the investment in fuel-efficient technology in less than two years through fuel savings…” [read post]
16 Aug 2016, 8:35 am by Malecki Law Team
The investment advisors for these plans allegedly breached their fiduciary duty which mandates the reduction of excessive fees and conflicts of interest that erode retirement savings for all investors. [read post]
16 Aug 2016, 4:26 am by Jerry Kalish
Plan assets are pooled and invested by the trustee or investment manager. [read post]
13 Aug 2016, 7:39 am by Corynne McSherry
In addition, when there's a local meeting to consider new construction, demand that they include a plan for installing conduit. [read post]
12 Aug 2016, 5:11 am by Mary Picard
I recently wrote about the legal risks regarding plan fees that should be considered by Canadian employers who sponsor group registered retirement savings plans and defined contribution pension plans (that article can be found here). [read post]
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]
4 Aug 2016, 7:43 am by Marin Dell
The Savings sections contains calculators for Lunch Savings, College Savings Plan, and Savings Goals. [read post]
3 Aug 2016, 11:52 am
General partners' losses can be used to shelter other income up to the value of their investment in the partnership, since their losses are not usually considered passive. [read post]
3 Aug 2016, 11:51 am
General partners' losses can be used to shelter other income up to the value of their investment in the partnership, since their losses are not usually considered passive. [read post]
2 Aug 2016, 9:01 am by Michelle Capezza
This development has not been without controversy, as exemplified by the debates regarding participant savings rates, education regarding investments and fee transparency, and the U.S. [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]
27 Jul 2016, 9:45 am by Ron Coleman
 Now his expansion plans seemed blocked. [read post]
26 Jul 2016, 1:09 pm by The Sader Law Firm
It could be as simple as making a list of goals, such as paying down several debts, including the house mortgage, credit card debt, your car, student loans or hospital bills, or funding a retirement or investment account to save for your future. [read post]
22 Jul 2016, 8:21 pm by Kelly Phillips Erb
Even as he hammered away at tax cuts, Senator Roth also championed private investment and savings: with ERTA, all taxpayers who were age 70½ or less could contribute to an IRA, or individual retirement account. [read post]