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17 Mar 2007, 2:47 pm
Although OBRA does not include any statutory reference to annuities or structured settlements, structured settlements annuities have been used frequently since 1993 to fund both types of special needs trusts. [read post]
20 Jun 2007, 4:42 am
March 26, 2006)(Barrett).Debtor's father was a teacher, and had a retirement annuity with the Teachers Retirement System of Georgia. [read post]
2 Jun 2010, 5:23 pm by Hedge Fund Attorney
The following are various hedge fund events happening this month. [read post]
5 Oct 2007, 7:01 am
  Today the standard retirement plan is a 401(k) plan starting to embrace automatic enrollment, default funds, and an annuity distribution option. [read post]
26 Feb 2008, 12:04 pm
In typical irresponsible fashion, non structured settlement broker Rhonda Bentzen of Bentzen Funding Solutions reported the announcement inaccurately as a Prudential "reorganization". [read post]
A lot of them are seniors whose retirement funds and life savings have taken a huge hit. [read post]
9 Sep 2009, 4:34 pm
Another part of this weeks discussion is on the difference between marketing and sales and the failure of the settlement profession and the firms that dominate it to build coherent marketing plans, organizations and to fund them appropriately. [read post]
27 Jul 2012, 3:51 pm by S2KM Limited
(see Addendum below) According to the Motion, Vodola's promise on behalf of Fireman's Fund that structured settlement shortfall payees "will receive a hundred percent of their benefits regardless of what happens here" was specifically limited to ELNY annuitants "who are entitled to payments under annuities owned by Fireman's Fund. [read post]
27 Jul 2012, 3:51 pm by S2KM Limited
According to the Motion, Vodola's promise on behalf of Fireman's Fund that structured settlement shortfall payees "will receive a hundred percent of their benefits regardless of what happens here" was specifically limited to ELNY annuitants "who are entitled to payments under annuities owned by Fireman's Fund. [read post]
9 Nov 2023, 6:30 am by ernst
Yet such funds “evolved,” Connolly deftly shows, into longstanding economic and fiscal relationships between “sovereignties of sharply unequal power. [read post]
16 Mar 2015, 11:47 am by Paul Rugani
Forrest of the United States District Court for the Southern District of New York approved a $69 million settlement between the plaintiffs and defendants in Policemen’s Annuity & Benefit Fund of the City of Chicago v. [read post]
15 May 2015, 7:08 am
With respect to variable annuities, FINRA found that in several instances, LPL had permitted said annuities to be sold without proper disclosure of surrender fees. [read post]
1 Sep 2007, 4:26 pm
"  It is analogous to mutual fund flipping and is highly suspect. [read post]
4 Aug 2017, 5:55 am by Elizabeth Dalziel
The SEC’s complaint claimed that the Brokers sold about 200 variable annuities to federal employees, who purchased the variable annuities using funds from their TSP accounts. [read post]
19 Jun 2012, 1:57 pm by S2KM Limited
According to the Motion, Vodola's promise on behalf of Fireman's Fund that structured settlement shortfall payees "will receive a hundred percent of their benefits regardless of what happens here" was specifically limited to ELNY annuitants "who are entitled to payments under annuities owned by Fireman's Fund. [read post]
9 Oct 2010, 5:27 pm by structuredsettlements
Despite the fact that during the financial crisis no current structured annuity issuer failing to make any structured settlement payment obligation, there has been renewed interest in updating... [[ This is a content summary only. [read post]
2 Jun 2021, 11:47 am by Kevin Kaufman
Pension plan structures vary from state to state, but historically, most states have provided some form of defined benefit plan that promises retirees a lifetime annuity. [read post]
19 Dec 2014, 2:44 pm by Adam Weinstein
From September 2009, to May 2011, SWS Financial derived the majority of its income from its business lines selling equities, mutual funds, variable life insurance or annuities, and municipal securities. [read post]
28 Jan 2008, 8:49 am
In the past a number of settlement planners, including some of the known "structured settlement factoring vig takers", criticized AFEN (Advanced Funding Exchange Notice), a rider that is included on all structured settllement annuities issued by either Allstate Life Insurance Company or Allstate Life Insurance Company of New York. [read post]
26 Apr 2024, 3:30 am by Bethany Berger
Emilie Connolly, Fiduciary Colonialism: Annuities and Native Dispossession in the Early United States, 127 Am. [read post]