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28 Feb 2008, 8:42 am
The first is a class and derivative action, Plumbers and Pipefitters Local Union No. 630 Pension-Annuity Trust Fund v. [read post]
10 Mar 2007, 11:10 am
The plan may encompass variable annuities, mutual funds, and individual securities" The above statement appears in a solicitation on the website of a Florida based insurance agent engaging in structured settlements and settlement planning. [read post]
5 Jun 2015, 9:09 am
Policemen’s Annuity and Benefit Fund of Chicago, Illinois v. [read post]
4 May 2013, 7:23 am
Life insurance and annuities: Florida statutes section 222.14 provides that the cash surrender values of life insurance policies issued upon the lives of citizens or residents of the state and the proceeds of annuity contracts issued to citizens or residents of the state are not subject to attachment, garnishment or legal process in favor of any creditor of the person whose life is so insured or of any creditor of the person who is the beneficiary of such annuity contract… [read post]
6 Feb 2014, 10:10 am
After funds were deposited in the bank accounts of Annuity Investment Group, FINRA alleged that Winterrowd improperly and without his clients’ knowledge or consent converted funds for his own benefit. [read post]
19 Feb 2019, 8:23 am
The post Kestra Financial | Mutual Fund Overcharges appeared first on The White Law Group. [read post]
6 Sep 2013, 6:45 am
The investment options typically include mutual funds that invest in stocks and bonds. [read post]
14 Jul 2008, 2:54 am
Assume the following facts for purpose of this illustration: Structured Annuity of $3,500 per month level income tax free payments from AAA rated annuity issuer Medical Debt of $35,000 and no other means to pay it Assume 60 monthly payments of $1,000 are sold beginning 9/1/2008. [read post]
5 Apr 2011, 6:10 am
Directs some of additional funds to Retirement Fund for Judges. [read post]
25 Feb 2014, 6:05 am
Independent industry sources further report a substantial shift in recent structured settlement premium with increasing sales to fund workers compensation Medicare set-aside arrangements (WCMSAs). [read post]
4 Feb 2009, 11:05 am
Business Policies What are the trustee's policies for: Structured settlement annuities; Annuity funding of attorney fees and other non (IRC 130) qualified assignments? [read post]
18 Jun 2009, 3:00 am
The sons never funded the annuity. [read post]
27 Nov 2011, 8:46 pm
ELNY Schedule 1.15 Highlights Schedule 1.15 lists extensive information for 9694 ELNY annuities of which: 4168 are structured settlement annuities (SSAs). 571 are single premium immediate annuities (SPIAs). 4955 are pension annuities. [read post]
17 Jan 2018, 6:21 am
In addition to the bar Royster has been subject to two customer complaints concerning his variable annuity sales practices. [read post]
31 Aug 2007, 1:02 am
Contributions to Section 403(b) plans are typically invested in fixed and variable annuities issued by insurance companies that provide periodic payments following retirement. [read post]
20 May 2008, 10:13 pm
In addition to structured settlement annuities, they may be funded with obligations of the United States government. [read post]
29 Jan 2009, 7:04 pm
The fact that the statement "state insurance guaranty funds provide additional level of protection for future structured settlement recipients" is general in nature, and does not specifically reference the LIGCNY is irrelevant. [read post]
28 Jun 2018, 6:30 am
Medicare has provided clear guidelines for how the MSA should be set up when annuities are involved, with two years of costs funded upfront and the rest of the cost broken out annually over the injured person’s lifetime. [read post]
2 Sep 2014, 2:58 pm
"Step 3 determines the annuity payment amount. [read post]
7 Aug 2014, 4:00 am
See, for example, Education Law Article 8-C, SUNY’s Special Annuity Plan]; 457 deferred compensation plans;qualified excess benefit arrangements; andCertain grandfathered 401(k) plans adopted by a governmental entity before May 6, 1986.The IRS will also conduct a “webinar” on August 14, 2014 at 2:00, EDT, focusing on how the IRS defines the date of termination, final funding requirements, Pension Benefit Guaranty Corporation (PBGC) issues,… [read post]
