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15 Aug 2018, 2:00 am by Jane Meacham, Contributing Editor
Interest credits may be based on a fixed rate, an inflation index, a bond yield, a corporate bond “segment” rate, the trust’s rate of return, or a combination of investable funds. [read post]
6 Aug 2018, 3:17 pm by Ettinger Law Firm
Foreign pension fund contributions made in the interest of retirement and trust formation in preparation of an estate, may be subject to taxation without the professional assistance of an estate law attorney. [read post]
23 Jul 2018, 7:26 am by Kenneth Vercammen Esq. Edison
They may fail to file tax returns, fail to keep records, misappropriate funds or ignore instructions under the Will. [read post]
22 Jul 2018, 11:30 am by Giles Peaker
  The position is funded by a generous 3 year grant from Trust for London. [read post]
17 Jun 2018, 9:01 pm by Tamar Frankel
For example, employees seek high return investments of their pension fund but not investments in a competitor of their own employer company. [read post]
12 Jun 2018, 9:14 am by Colby Pastre
The HI trust fund will be exhausted by 2026, and Medicare will need new funding before then. [read post]
10 Jun 2018, 10:20 am by Giles Peaker
  Our housing casework is largely LAA funded work. [read post]
The remaining account balance can be distributed to the participant and rolled over to an individual retirement account (IRA) or other qualified plan within 60 days (or directly rolled over in a trust-to-trust transfer). [read post]
The remaining account balance can be distributed to the participant and rolled over to an individual retirement account (IRA) or other qualified plan within 60 days (or directly rolled over in a trust-to-trust transfer). [read post]
17 May 2018, 12:19 pm by Colby Pastre
Recently released data from The Pew Charitable Trusts shows the strain on state retirement systems across the nation as state pension funds strive to keep pace with pensions owed to public employees. [read post]
16 May 2018, 4:38 am by Andrew Lavoott Bluestone
Pension Fund v Rell, 137 AD3d 680, 681 p’1 Dept 2016). [read post]
15 May 2018, 5:37 am by Colby Pastre
Key Findings State tax reform is a difficult process, but states like Utah, Indiana, and North Carolina, and the District of Columbia, illustrate that reform can be successful when it happens in a diligent and thoughtful way. [read post]
12 May 2018, 1:00 am by Victor Medina
If you are approaching retirement and you don’t have enough money, there are a few things you can do to make up your retirement shortfall. [read post]
7 May 2018, 10:25 pm by Wolfgang Demino
 at ¶ 2) Specifically, the Indenture Trustee sought the court's instruction on three issues: (1) whether, under the governing agreements, Odyssey was properly appointed as a servicer or special servicer and whether the Odyssey Agreement was valid and binding, such that the Indenture Trustee should release funds necessary to compensate Odyssey for any future services performed; (2) to the extent Odyssey was properly appointed as servicer or special servicer and the… [read post]
5 May 2018, 7:59 pm
Factsheet: "A European approach on AI will boost the European Union’s competitiveness and ensure trust based on European values. [read post]
30 Apr 2018, 9:01 pm by Tamar Frankel
” Many retirees have received their pension funds and are unable to deal with the complexity of their financial investments, taxation, and preparation of transferring the rest of their estates after their death. [read post]