Search for: "The Retirement and Investment Council" Results 61 - 80 of 778
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11 Jun 2012, 4:36 am by Administrator
On March 15, 2010, the IRS mentions Interpretive Bulletin 96-1 in the Notice of Proposed Rulemaking Request for Information Regarding Lifetime Income Options for Participants and Beneficiaries in Retirement Plans. [read post]
28 Apr 2016, 1:44 pm
Conflicted investment advice should not be one of the barriers millions of Americans face as they work to save for their retirement”. [read post]
16 Aug 2010, 8:00 am by Lucas A. Ferrara, Esq.
Jaffe, President of the Jewish Community Relations Council of New York (JCRC). [read post]
16 Aug 2017, 7:20 pm
It has rearranged the relationship between the Pension Fund Global and the Finance Ministry and it has substantially limited the extent of the effective authority of the Ethics Council (though not of the strength or scope of the Ethics Guidelines). [read post]
18 May 2018, 10:10 am
Today's DJ offers The last frontier of ADR: appellate mediation, by 1/2's retired Justice Nace Ruvolo, who's now with JAMS. [read post]
12 Jul 2013, 7:47 am
The council is in recess, but DA councillor Professor Duncan Baker said he would raise the matter at the next council meeting later this month. [read post]
30 Oct 2011, 1:07 pm by Cynthia Marcotte Stamer
  Filed under: Employee Benefits, Employers, Retirement Plans, Tax Tagged: 401(k), Determination Letters, Employee Benefits, ERISA, investment advice, IRA, plan qualification, prohibited transactions, Retirement Plans, Tax [read post]
5 Jun 2012, 6:26 am by D. Daxton White
All of the affected customers were retired investors looking for safer alternatives to equity investments. [read post]
5 Jun 2012, 6:26 am by D. Daxton White
All of the affected customers were retired investors looking for safer alternatives to equity investments. [read post]
5 Jun 2012, 6:26 am by D. Daxton White
All of the affected customers were retired investors looking for safer alternatives to equity investments. [read post]
16 Oct 2007, 11:47 am
The Woollahra Council, another suburb of Sydney, imposed a ten year limit on holding any security as criteria for council investments. [read post]
10 Nov 2016, 7:51 pm by Joseph J. Lazzarotti
Consider, for example, the wide range of service providers that perform various services to retirement plans – record keepers, auditors, law firms, accountants, actuaries, investment managers, brokers, etc. [read post]
13 Jun 2012, 1:23 pm
According to the decision, Turbeville and Kline induced retired investors to invest in unsuitable CMOs by exploiting the elderly customers' fears of losing their assets to nursing homes, or of becoming destitute in their golden years. [read post]
8 Feb 2022, 8:08 am by Dan Bressler
” “The plan participants claimed in their January 2020 Employee Retirement Income Security Act lawsuit that Shell saddled its 401(k) plan with high fees and let Fidelity Investments Institutional Operations Co. [read post]
15 Jun 2023, 10:38 am by Tom Smith
ESG either protects the retirement assets of hard working Americans or, as states are increasingly concluding, it doesn’t.Last year the American Legislative Exchange Council and the Heritage Foundation jointly proposed model legislation to stem the rise in ESG investing. [read post]
24 Jul 2015, 7:23 am by Joy Waltemath
Puritz described his company as “part of a broad trend of new investment advisory firms that seek to provide consumers with a fundamentally better set of retirement investment options, offering retirement investment advice to clients at all income levels for very modest fees. [read post]
9 Jul 2007, 8:03 am
The drugstore company reported that Headrick received 56 percent support in early May, but the CtW Investment Group, the investment arm of the Change to Win labor federation, argued that he would have failed to get majority support had broker votes not been counted. [read post]