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16 Dec 2014, 3:39 am by Cynthia Marcotte Stamer
The instructions for line 1c(13) have been enhanced to set out what is an investment company registered under the Investment Company Act of 1940. [read post]
3 Dec 2014, 10:03 pm by Cookson Beecher
Even so, he acknowledged that it will take considerable investments in the milk business and several years before that happens. [read post]
3 Dec 2014, 10:41 am by Cynthia Marcotte Stamer
  The so‐called “conflict of interest ‐‐ fiduciary investment advice rule” would broaden the definition of investment advice fiduciary for ERISA plans and individual retirement accounts to try to reduce the opportunities for financial conflicts of interest to compromise the impartiality of investment advice in the retirement savings marketplace. [read post]
3 Dec 2014, 9:46 am by Cynthia Marcotte Stamer
The Department of Treasury announced today the transfer of technical responsibility for certain tax related technical issues involving exempt organizations, qualified retirement plans, and individual retirement annuities and accounts (IRAs) to the Office of Chief Counsel. [read post]
20 Nov 2014, 1:06 pm by Cynthia Marcotte Stamer
 plan administrators and other services providers,  and governments on health care, retirement, employment, insurance, and tax program design, administration, defense and policy. [read post]
10 Nov 2014, 3:47 pm by Cynthia Marcotte Stamer
Stamer also contributes her policy, regulatory and other leadership to many professional and civic organizations including as Vice President of the North Texas Healthcare Compliance Professionals Association; Immediate Past Chair of the American Bar Association RPTE Employee Benefits & Other Compensation Committee and its current Welfare Benefit Plans Committee Co-Chair, a Substantive Groups & Committee Member; a member of the leadership council of the ABA Joint Committee on… [read post]
6 Nov 2014, 6:09 pm by Cynthia Marcotte Stamer
 plan administrators and other services providers,  and governments on health care, retirement, employment, insurance, and tax program design, administration, defense and policy. [read post]
6 Nov 2014, 4:49 pm by Cynthia Marcotte Stamer
 plan administrators and other services providers,  and governments on health care, retirement, employment, insurance, and tax program design, administration, defense and policy. [read post]
5 Nov 2014, 4:50 am by Cynthia Marcotte Stamer
 plan administrators and other services providers,  and governments on health care, retirement, employment, insurance, and tax program design, administration, defense and policy. [read post]
3 Nov 2014, 12:21 pm by Cynthia Marcotte Stamer
 plan administrators and other services providers,  and governments on health care, retirement, employment, insurance, and tax program design, administration, defense and policy. [read post]
2 Nov 2014, 12:33 pm by Cynthia Marcotte Stamer
 plan administrators and other services providers,  and governments on health care, retirement, employment, insurance, and tax program design, administration, defense and policy. [read post]
2 Nov 2014, 11:29 am by Cynthia Marcotte Stamer
As for all plan investment transactions, detailed, unbiased valuation documentation showing the prudence of any decision to invest or hold the investments of the plan in company stock is critical when determining the initial purchase or sale prices for plan transactions involving company stock. [read post]
27 Oct 2014, 12:11 pm by Cynthia Marcotte Stamer
(For more information, see the entry “Making Sense of the Maximum Insurance Benefit” in PBGC blog, Retirement Matters.) [read post]
21 Oct 2014, 5:16 am by Cynthia Marcotte Stamer
 plan administrators and other services providers,  and governments on health care, retirement, employment, insurance, and tax program design, administration, defense and policy. [read post]
19 Sep 2014, 3:29 pm by Cynthia Marcotte Stamer
 plan administrators and other services providers,  and governments on health care, retirement, employment, insurance, and tax program design, administration, defense and policy. [read post]
18 Sep 2014, 11:45 pm by Tessa Shepperson
I used to live with dignity… councils are supposed to invest in property and not spend £255 a week on prison cells. [read post]
20 Aug 2014, 2:11 pm by Cynthia Marcotte Stamer
Borzi,  the Labor Department’s goal in issuing this RFI is to determine whether, and to what extent, regulatory standards or other guidance about the use of brokerage windows may be necessary to adequately protect participants’ retirement savings. [read post]
18 Aug 2014, 7:46 am
No, dear, it's probably NOT an invitation to THAT ball, but rathera reminder from your supervisor about that missing chapter of yoursThere may be a time in your life when you start thinking about spending a few more years in (higher) education: the perspective of a one-year masters degree (possibly an LLM) is not enough to satisfy your sudden or well-established thirst for knowledge in a particular field, so the perspective of embarking a three-to-four-year PhD adventure does not… [read post]