Search for: "Trustee Management Company"
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24 Apr 2016, 8:05 am
Last year Ali Gregg founder of the SleepOut™cause in South Africa invited this blogger to be a trustee of the CEO SleepOut™ Trust which is appointed by her company to monitor the SleepOut™ record-breakingphilanthropic concept in South Africa. [read post]
21 Apr 2016, 10:07 am
In the case of employer sponsored plans subject to the Employee Retirement Income Security Act of 1974, for instance, the selection and proper oversight of business associates and the management of plan data both are subject to the fiduciary responsibility rules of ERISA. [read post]
21 Apr 2016, 10:07 am
In the case of employer sponsored plans subject to the Employee Retirement Income Security Act of 1974, for instance, the selection and proper oversight of business associates and the management of plan data both are subject to the fiduciary responsibility rules of ERISA. [read post]
18 Apr 2016, 1:20 pm
First, it provides fiduciaries the legal authority to manage digital assets and electronic communications in the same manner that they manage tangible assets and accounts. [read post]
18 Apr 2016, 1:03 am
BNY Mellon Corp Trustee Services Ltd v LGB Capital & Anor, heard 21 March 2016. [read post]
16 Apr 2016, 11:43 am
Decedent died and left a majority stake in a real property management corporation to a private foundation. [read post]
16 Apr 2016, 5:22 am
This is an option, but many people will opt for a corporate trustee such as a trust company. [read post]
15 Apr 2016, 2:07 pm
Per the Busmire Declaration, the Debtors are an “oil-focused company” owning and operating nine of the largest GoM Shelf oil fields. [read post]
12 Apr 2016, 3:50 pm
” For purposes of the rule, “covered investment advice” generally includes: A recommendation to a plan, plan fiduciary, plan participant and beneficiary and IRA owner for a fee or other compensation, direct or indirect, as to the advisability of buying, holding, selling or exchanging securities or other investment property, including recommendations as to the investment of securities or other property after the securities or other property are rolled over or distributed from a plan… [read post]
12 Apr 2016, 3:50 pm
” For purposes of the rule, “covered investment advice” generally includes: A recommendation to a plan, plan fiduciary, plan participant and beneficiary and IRA owner for a fee or other compensation, direct or indirect, as to the advisability of buying, holding, selling or exchanging securities or other investment property, including recommendations as to the investment of securities or other property after the securities or other property are rolled over or distributed from a plan… [read post]
11 Apr 2016, 10:15 am
Stamer helps management manage. [read post]
11 Apr 2016, 10:15 am
Stamer works closely with employer and other plan sponsors, insurance and financial services companies, plan fiduciaries, administrators, and [read post]
10 Apr 2016, 9:01 pm
In the “old days”, when one could get 10%+ in a money market, a real estate management fee of 4-6% on rents did not excite many folks in the real estate industry about jumping into the property management business.Now that 1% is considered a “high rate of interest”, and the stock market is rather volatile, management fees (and real estate as an investment) are a lot more attractive.Before you rush to form your “Property Management… [read post]
9 Apr 2016, 6:16 am
You could engage a professional fiduciary like a bank or a trust company. [read post]
6 Apr 2016, 5:11 pm
Clubs and companies are invited to schedule a free seminar. [read post]
30 Mar 2016, 10:08 am
By Cynthia Marcotte Stamer Childcare providers, employers sponsoring programs that reimburse childcare expenses and American workers and families can expect increases in childcare costs and possible loss or disruption of childcare providers in response to efforts by the Department of Health and Human Services (HHS) to increase regulation, oversight and enforcement against childcare providers when implementing the Child Care and Development Block Grant Act of 2014 (CCDBG). [read post]
30 Mar 2016, 10:08 am
By Cynthia Marcotte Stamer Childcare providers, employers sponsoring programs that reimburse childcare expenses and American workers and families can expect increases in childcare costs and possible loss or disruption of childcare providers in response to efforts by the Department of Health and Human Services (HHS) to increase regulation, oversight and enforcement against childcare providers when implementing the Child Care and Development Block Grant Act of 2014 (CCDBG). [read post]
28 Mar 2016, 7:36 am
Dana Jurick of Houston is manager of Seismic Analysis for the Geoscience and Reservoir Engineering Organization at ConocoPhillips Company. [read post]
Selected reports issued by the Office of the State Comptroller during the week ending March 26, 2016
26 Mar 2016, 6:06 am
DiNapoli, as Trustee of New York State Common Retirement Fund, and the Church of England co-filed a shareholder proposal at ExxonMobil in December, asking the company to assess how the worldwide effort to rein in global warming would impact its business. [read post]
25 Mar 2016, 12:58 pm
Stamer helps management manage. [read post]
