Search for: "Annuity Fund"
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29 Feb 2016, 4:43 pm
Laborers District Council Construction Industry Pension Fund, 135 S.Ct. 1318 (2015). [read post]
29 Feb 2016, 1:13 pm
For 2016, the review is expanding and will now include the practice, disclosures, and sales strategies for exchange traded funds (ETF). [read post]
23 Feb 2016, 10:08 am
Collier stopped making payments into the trust and into the annuity fund in 2012. [read post]
18 Feb 2016, 11:17 am
Design of Annuity. [read post]
15 Feb 2016, 12:48 pm
The triggering event is usually withdrawal of the funds from the asset or account. [read post]
14 Feb 2016, 12:56 pm
In October 2015, LPL Financial LLC (LPL), Andrews’ then employing brokerage firm, discharged Andrews alleging that he was terminated after the firm received allegations that the broker misappropriated funds. [read post]
9 Feb 2016, 5:00 am
Liquidity controls put in place by advisers to mutual funds, ETFs, and private funds, as well as broker-dealers, will be examined to ensure the controls are adequately managing liquidity risk. [read post]
8 Feb 2016, 4:27 pm
Here are some of the financial assets through which you may designate a beneficiary: Retirement accounts (401(k) or IRA); 529 college saving plans; Life insurance; Annuities with a death benefit; Corporate profit-sharing plans; Pension plans; CDs, checking accounts or other bank accounts; and Some stocks, bonds, and mutual funds. [read post]
21 Jan 2016, 1:55 pm
It also will undertake examinations to review exchange-traded funds (ETFs) and ETF trading practices, variable annuity recommendations and disclosure, and potential conflicts and risks involving advisers to public pension funds. [read post]
21 Jan 2016, 9:01 am
The announcement included several new areas of focus, including liquidity controls, public pension advisers, exchange-traded funds (ETFs), product promotion, and variable annuities. [read post]
20 Jan 2016, 6:47 pm
In the first of the earlier cases, Great-West Life & Annuity Insurance Co. v. [read post]
20 Jan 2016, 1:02 pm
Nash has been a key architect of disclosure policy for mutual funds and other investment companies, and has led the division’s oversight of variable annuity and variable life insurance products. [read post]
16 Jan 2016, 7:30 am
Think life insurance, retirement accounts, and annuities. [read post]
12 Jan 2016, 5:09 pm
You already know that federal (and state, where applicable) income taxes are payable by the winner, whether winnings are taken in a lump sum or as an annuity. [read post]
12 Jan 2016, 1:10 pm
” Retail and Retirement Investor Area OCIE will undertake examinations to review exchange-traded funds (ETFs) and ETF trading practices, variable annuity recommendations and disclosure, and potential conflicts and risks involving advisers to public pension funds. [read post]
11 Jan 2016, 8:12 am
It also will undertake examinations to review exchange-traded funds (ETFs) and ETF trading practices, variable annuity recommendations and disclosure, and potential conflicts and risks involving advisers to public pension funds. [read post]
7 Jan 2016, 12:31 pm
There shall also be excluded from the augmented estate any life insurance, accident insurance, joint annuity or pension payable to a person other than the surviving spouse.3B:8-6. [read post]
7 Jan 2016, 12:29 pm
There shall also be excluded from the augmented estate any life insurance, accident insurance, joint annuity or pension payable to a person other than the surviving spouse or domestic partner.Amended 2005, c.331, s.10.3B:8-6. [read post]
23 Dec 2015, 1:02 pm
Even after the clients’ requests that the investments be unwound, AAM has yet to return the funds. [read post]
18 Dec 2015, 6:33 am
The idea is to “zero out” the grantor retained annuity trust. [read post]
