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5 Jun 2019, 9:58 am by Amy Howe
Bank, a case in which the justices have been asked to decide whether a participant in a pension fund can sue the fund managers when he has not actually suffered any financial injury. [read post]
4 Jun 2019, 10:27 pm by Kevin LaCroix
  With regard to Private Capital liability, however, the ERSIA exclusion can be particularly troublesome because the pension funds that invest in Private Capital Funds are often subject to ERISA. [read post]
31 May 2019, 2:37 pm by ccollins
Och-Ziff works with different investors, including foundations, endowments, and pension funds. [read post]
30 May 2019, 9:05 pm by Alana Bevan
Department of Labor against restricting pension fund managers’ ability to account for climate change or other environmental risk through proxy voting. [read post]
16 May 2019, 12:17 pm by Thorsten Bausch
Continuation of current practice is simply not an option as it will expose the EPO to existential problems and annihilate the little trust that remains in the system. 5.1.4. [read post]
13 May 2019, 4:14 pm by Paolo Olavario
On May 1, DBRS released its methodology for Canadian Public Pension Funds and Related Exclusive Asset Managers. [read post]
3 May 2019, 10:07 am by Hollis Kelly
The trust concept is recognised and enforced in Canada and trusts created under foreign jurisdiction are generally recognised, without the need for adjustment. [read post]
29 Apr 2019, 12:55 pm by ccollins
The pension fund plaintiffs in that fraud case are the Trust and Sheet Metal Workers’ Local 19 Pension Fund and the Dallas Area Rapid Transit Employees’ Defined Benefit Retirement Plan. [read post]
15 Apr 2019, 7:30 pm
He has served as Guest Editor of the Sovereign Wealth Fund special issue of Qatar University International Review of Law (IRL) (2015).He has very kindly produced a marvelously insightful essay: The Longer-Term Ramifications of China’s BRI Jurisprudence, which follows below. [read post]
9 Apr 2019, 6:00 am by Sean Williamson (Toronto)
The largest disclosed mega-deal was the CAD $5.1B recapitalization of GFL Environmental Inc. by a syndicate that included Ontario Teachers’ Pension Plan. [read post]
2 Apr 2019, 11:45 am by Emily Everson
” “The Governor is asking us to take a huge leap of faith and trust that the revenue to fund his massive tax-and-spend budget will magically appear by April 15. [read post]
27 Mar 2019, 11:19 am by John Elwood
Because of reduced birthrates and migration, attendance fell, and the trust fund found itself unable to pay full pensions. [read post]
20 Mar 2019, 10:00 am by Site Admin
As opposed to 20 or 30 years ago, today, retirement planning is much more prevalent, because pensions are becoming scarce or are scarce. [read post]
17 Mar 2019, 6:00 pm by Yale Hauptman
  In each case the problem stemmed from the use of a Qualified Income Trust (QIT), also commonly referred to as a Miller Trust. [read post]
13 Mar 2019, 5:50 am
On February 12, 2019, in the matter captioned City of Tamarac Firefighters’ Pension Trust Fund v. [read post]
1 Mar 2019, 5:57 am by Samuel Cohen
The continued recession means that it is unlikely that Italy will reach the growth goals set by the coalition and that projects such as the citizens wage and pension reforms (which both parties supported during the election), will be unrealisable due to a shortage of funds. [read post]
27 Feb 2019, 9:00 am by Victor Medina
Retirement is a one time experience, likely you will not have the time or resources for a do-over. [read post]
26 Feb 2019, 8:13 am by Kevin Kaufman
Four Tax Regimes for Saving and Investment   Tax on Principal No Tax on Principal Tax on Returns Ordinary Savings Accounts Stocks Bonds Traditional IRAs and 401(k)s Defined Benefit Pensions No Tax on Returns Roth IRAs Tax-exempt Bonds Owner-occupied Homes (below exempt gains thresholds) 529 Plans Labor Component of DIY Home Improvements Health Savings Accounts Employer-provided Health Insurance In addition to personal income taxes on the principal and return, corporate… [read post]