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27 Feb 2019, 11:38 am by Patrick Bracher (ZA)
A trustee of two pension funds that had been accused by the curator & liquidator of fraud and corruption made a number of allegations against the curator/liquidator. [read post]
27 Feb 2019, 9:00 am by Victor Medina
Retirement is a one time experience, likely you will not have the time or resources for a do-over. [read post]
26 Feb 2019, 8:13 am by Kevin Kaufman
Four Tax Regimes for Saving and Investment   Tax on Principal No Tax on Principal Tax on Returns Ordinary Savings Accounts Stocks Bonds Traditional IRAs and 401(k)s Defined Benefit Pensions No Tax on Returns Roth IRAs Tax-exempt Bonds Owner-occupied Homes (below exempt gains thresholds) 529 Plans Labor Component of DIY Home Improvements Health Savings Accounts Employer-provided Health Insurance In addition to personal income taxes on the principal and return, corporate… [read post]
26 Feb 2019, 7:36 am by ccollins
The pension fund, which is based in the UK, bought approximately 18,000 Puma shares. [read post]
25 Feb 2019, 9:01 pm by Joanna L. Grossman and Grant Hayden
In Manhart, the Court considered a challenge to the City of Los Angeles’s policy that required female employees to make larger contributions to the pension fund than the male employees because they, on average, live longer. [read post]
22 Feb 2019, 6:09 am
Posted by Cydney Posner, Cooley LLP, on Wednesday, February 20, 2019 Tags: Climate change, ESG, Institutional Investors, Long-Term value, New York, No-action letters, Pension funds, Rule 14a-8, SEC, Securities litigation, Securities regulation, Shareholder proposals, Sustainability REIT M&A: Use and Overuse of Special Committees Posted by Adam O. [read post]
22 Feb 2019, 1:01 am by Tessa Shepperson
  Ed Matthew, from the climate think tank E3G, told the BBC: The reason carbon emissions are rising again in homes is the decision by the Cameron government to slash funding for home energy efficiency. [read post]
14 Feb 2019, 9:01 pm by Jim Sedor
The NRA disclosure law contains more than a dozen exemptions, including contracts involving the city’s pension funds and other investment agreements. [read post]
14 Feb 2019, 4:44 am by Simon Lovegrove (UK)
The only financial market matter which is currently dealt with by the proposal is the fact that UK UCITS shall not be treated immediately as alternative investment funds (AIFs) after a no deal Brexit meaning that employee pension funds may not need to sell UK UCITS before 29 March 2019 in order to comply with the investment limits for AIFs. [read post]
9 Feb 2019, 2:56 pm by Kevin M. Mazza, Esq.
Exceedingly less common than in years past, a defined benefit plan is what most people remember as a traditional pension plan. [read post]
4 Feb 2019, 7:24 am by Jason Smith
New Jersey already can’t afford to fully fund schools, pensions, or roads, and the threat of more tax increases looms every year. [read post]
1 Feb 2019, 6:06 am
Pressure from large institutional investors, including public and private pension funds, and other shareholders has led to the widespread adoption of proxy access by large U.S. public companies in the past few years. [read post]
The press release does not specify that passport must be completed before, but since it only speaks about “continuing” to render services, it seems very likely that it would apply only to providers already passported] As for the content, the measures are expected to discipline inter alia: a) the requirements to be met under sectoral legislation to carry on business after the transitional period, so as to ensure a stable legal framework to which entities can gradually get used to; b) the… [read post]