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14 May 2012, 9:03 am by James Hamilton
The groups suggested that each government within the Region could supply the list of its own retirement and pension schemes to the IRS before the end of this year.Among others, the letter was signed by the CEOs of the Australian Financial Services Council, the Indian Mutual Funds Association, and the Hong Kong Investment Funds Association, as well as the Executive Director of the Singapore Investment Management Association.FATCA requires all foreign financial… [read post]
12 Apr 2016, 3:50 pm by Cynthia Marcotte Stamer
Investment Advice Covered By The Rule The final rule applies to “covered investment advice. [read post]
12 Apr 2016, 3:50 pm by Cynthia Marcotte Stamer
Investment Advice Covered By The Rule The final rule applies to “covered investment advice. [read post]
25 Feb 2015, 3:08 pm
Oh, and speaking of low return retirement investments, how is Social Security doing these days? [read post]
23 May 2012, 1:20 pm by WIMS
The groups work was provided administrative and technical support by the Bipartisan Policy Council. [read post]
12 Sep 2018, 6:41 am by Cynthia Marcotte Stamer
Among other things, it would: End required minimum distributions of funds from 401(k) plans and other retirement savings accounts for retirees with balances under $50,000; and Protect the ability of participants invested in lifetime income options through an employment-based retirement plan against losing these investment guarantees when their employer changes recordkeepers. [read post]
4 Nov 2011, 3:33 am by Cynthia Marcotte Stamer
  Filed under: Defined Benefit Plans, Defined Contribution Plans, Employee Benefits, Employers, ERISA, Retirement Plans, Tax, Tax Qualification Tagged: 401(k), accountant, Circular 230, CPA, Determination Letters, Employee Benefits, Fringe Benefits, investment advice, IRA, meal expense, plan qualification, Preparer Tax Identification Number, prohibited transactions, ptin, retirement plan, Retirement Plans, tax preparer, travel expense [read post]
27 Sep 2011, 11:50 am by Legal Beagle
Judgement lacking : Tory-Libdem controlled Scottish Borders Council invested & lost millions of pounds of taxpayers money in Icelandic Banks with links to Russian organised crime gangs. [read post]
13 Aug 2020, 6:14 am
Mahoney is General Counsel at the Council of Institutional Investors. [read post]
24 Jul 2009, 4:00 am
Joseph Dear Chief Investment Officer California Public Employees' Retirement System Senator Reed pushed his Private Fund Transparency Act. [read post]
18 Jun 2008, 3:48 pm
Among other things, public plan retirement assets were twice as great as the private sector; earnings on investments paid for three-quarters of benefits over the last 10 years; and, perhaps most important, only one-fifth of contributions come from the employer (i.e., the taxpayer). [read post]
19 May 2010, 9:21 am by Cynthia Marcotte Stamer
Filed under: Corporate Compliance, Employee Benefits, Employers, ERISA, Fiduciary Responsibility, Retirement Plans, Uncategorized Tagged: 401(k) Plan, defined contribution plan, employer securities, ERISA, Fiduciary Responsibility, Retirement Plans [read post]
25 Feb 2012, 9:16 am by Stephanie Figueroa
Retirement funds were designed for investors to retire by a certain date, and the commission has had to respond with proposed rules. [read post]
27 Mar 2016, 9:30 pm by Jill E. Fisch
Last February, the White House’s Council of Economic Advisers released an analysis reporting that that advice from advisers who have conflicts of interest “costs Americans about $17 billion in foregone retirement earnings each year. [read post]
26 Jul 2022, 9:01 pm by William A. Birdthistle
Here, too, I believe that the Division of Investment Management has an important role to play. [read post]
25 May 2023, 9:01 pm by renholding
President’s Working Group[19] and Financial Stability Oversight Council[20] reports under several Treasury secretaries and presidents have written about them. [read post]
1 Mar 2019, 6:05 am
Our member funds include major long-term shareowners with a duty to protect the retirement savings of millions of workers and their families. [read post]
20 Apr 2015, 1:09 am by Frank Crivelli
  Members of the State Investment Council that oversees the fund and state officials have defended the fees, which they say beat industry “I know there’s some distrust of the fees we pay these people,” Tom Byrne, chairman of the State Investment Council, has said. [read post]
6 Feb 2024, 7:12 am by Unknown
The Thrift Savings Plan is a retirement savings and investment plan for federal employees and uniformed service members similar to a 401(k) in the private sector. [read post]
20 Feb 2013, 3:00 am by Robert Kraft
This guest article is courtesy of the National Care Planning Council. [read post]