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21 May 2011, 4:32 am
ASSETS (If you claim or agree that all or part of an asset is non-marital, indicate the non-marital portion under the appropriate spouse’s column and state the amount and the basis: pre-marital, gift, inheritance, source of funds, etc.). [read post]
20 May 2011, 1:56 am
As discussed here, even though the plaintiff is a Mississippi pension fund and the defendant is a New York investment bank, the plaintiff filed lawsuit in Orange County, California, superior court. [read post]
17 May 2011, 12:04 pm
Judy Biggert (R-Ill.), would amend the ‘33 Act to allow church plans to invest in collective trusts. [read post]
13 May 2011, 3:32 pm
Pensions, IRAs, 401(k)s 23. [read post]
13 May 2011, 2:20 pm
The Lender or Mortgage Broker Many different institutions lend money for mortgages, including banks, trust companies, credit unions, pension funds, and insurance companies. [read post]
13 May 2011, 5:00 am
See Letter from the Social Investor Forum; Letter from UAW Retiree Medical Benefits Trust; Letter from Funds Investing on Behalf of Foreign Investors Collectively Managing Almost $150 Billion; see also Letter from AFL-CIO (noting that union pension plans had $480 billion under investment). [read post]
30 Apr 2011, 10:36 am
In the following years, the police department received information indicating that petitioner was not disabled; that he made false representations to the Police Pension Fund (“Fund”); and that he had ingested cocaine, thus becoming ineligible to return to duty. [read post]
30 Apr 2011, 8:25 am
He ended the opinion by saying, “We trust that AT&T will not take it personally. [read post]
29 Apr 2011, 2:44 pm
[The] rest of the pension, if any left, should be divided according to Islamic Laws and Sharia....(9) In case I have additional monetary benefits from my job, such as life insurance, 401K, 403B or any other retirement funds that I am not aware of, Allah as my witness, They should be divided, after costs associated with the payment of those funds according to Islamic Laws and “Sharia. [read post]
28 Apr 2011, 5:17 am
Misuse of Trusts For years, unscrupulous promoters have urged taxpayers to transfer assets into trusts. [read post]
25 Apr 2011, 8:00 am
Wilmington’s shareholders were enraged at the time of the sale, and many smaller investors and pension funds have sued Wilmington alleging the company... [read post]
22 Apr 2011, 7:00 am
Investors and pension plan participants must remain diligent in following their money. [read post]
20 Apr 2011, 2:17 pm
Specifically, the CBL requires that the following persons be paid a wage or salary based upon merit: Any employee whose position is included in the job classification plan that the Director of Administrative Services must establish under continuing law for all positions, offices, and employments the salaries of which are paid in whole or in part by the state; Any public employee whose wage or salary can be fixed by an appointing authority without reference to the Department of Administrative… [read post]
19 Apr 2011, 10:24 am
I can well remember that at the time people hated Volcker, because he drove interest rates up to the high teens, crushing commercial real estate values: Try buying a house with a 19% Fed funds rate … Of course, our current situation is nothing like that – at all: Using the methodology in place at that time puts the CPI back near those levels. [read post]
15 Apr 2011, 7:31 am
Ward describes the extra costs proposed for inmate families:The revised bill also calls for each imprisoned convict to be charged a $100 annual fee to cover the cost of their health care instead of the current charge of $3 per visit to a prison doctor.That change could bring in about $13.5 million over two years, according to an internal memo.While an earlier version of the plan did not detail how the fee would be collected, the revised bill allows prison officials to take the $100 from… [read post]
13 Apr 2011, 10:41 pm
In Carpenters Pension Trust Fund for Northern California v. [read post]
13 Apr 2011, 4:11 pm
Yes, it is inefficient but should we trust corporate America and their CEOs to do the right thing? [read post]
11 Apr 2011, 8:20 pm
Once the plan and fund are in place, it becomes an administrator for the purposes of management of the fund and administration of the plan. [read post]
7 Apr 2011, 12:43 pm
The Pension Protection Act of 2006 imposed increased penalties for inaccurate appraisals and set new definitions of qualified appraisals and qualified appraisers for taxpayers claiming charitable contributions. [read post]
4 Apr 2011, 9:40 pm
Assets that you don’t have to count are property in joint tenancy, assets held in trust, IRAs, 401(k)s, and other pension plans, life insurance proceeds, automobiles, and payable on death (POD) accounts. [read post]
