Search for: "Savings and Investment Plan"
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4 Jun 2020, 1:20 pm
This Safe Harbor provides additional flexibility and cost savings to employers and plan administrators. [read post]
1 Sep 2022, 12:15 am
Subdivision (j) of the statute makes this clear: "This section [317] does not apply to any proceeding against any trustee, investment manager, or other fiduciary of an employee benefit plan in that person’s capacity as such, even though the person may also be an agent as defined in subdivision (a) of the employer corporation". [read post]
27 Nov 2015, 10:17 am
Save this inventory in an encrypted file, a safe, and with your estate planning attorney. [read post]
14 Mar 2023, 2:06 am
This helps to prove the value of 401(k) investing, raises awareness of the program, and spurs engagement. [read post]
19 Feb 2009, 7:12 pm
State Republican leaders are criticizing the plan, saying it would sacrifice public safety just to save some money. [read post]
27 Jan 2012, 6:19 am
Investment planners, by comparison, focus on asset management, retirement and savings plans and tend to offer more modular style plans. [read post]
28 Jan 2009, 3:10 pm
Kennedy was a participant in the DuPont Savings and Investment Plan. [read post]
17 Apr 2019, 8:20 am
The fiduciary standard does not apply to a “customer” that is a bank, savings and loan association, insurance or registered investment company, a broker-dealer registered with a state securities commission (or agency or office performing like functions), an Advisers Act-registered investment adviser or investment adviser registered with a state securities commission (or agency or office performing like functions), or any person (whether a natural… [read post]
21 Mar 2023, 8:25 am
Your plan manager should be able to protect your hard-earned savings. [read post]
13 Jun 2019, 11:59 pm
Suppose a company decides to construct a new commercial building in which they plan to conduct business. [read post]
13 Feb 2014, 6:15 am
By the time the coding error was revealed, the bottom had fallen out of the private investment; an investment which was prohibited to ERISA plans. [read post]
1 May 2024, 7:00 am
However, the potential consequences of missteps far outweigh the initial cost savings. [read post]
4 Jan 2021, 7:07 pm
This includes weaknesses in such areas as human capital management and investment in information technology. [read post]
3 Nov 2006, 5:39 am
Wachovia's climate change initiative includes "plans to research opportunities and develop products and services that increase its lending and investments in project and activities that have a positive impact on climate change. [read post]
7 Jan 2009, 12:28 pm
The Alliance to Save Energy, Edison Electric Institute, Energy Future Coalition and the Natural Resources Defense Council (NRDC) recently published a comprehensive Energy Efficiency Initiative to be included in the proposed stimulus plan. [read post]
26 Dec 2012, 5:40 pm
If you find this of interest, you also be interested reviewing some of our other Solutions Law Press resources at www.solutionslawpress.com including: : IRS Plans To Issue 2013 Withholding Guidance By 12/31 ESOP, Other Employee Plan Investments In Company Stock Land Plans, Fiduciaries, Sponsors & Others In Hot Water Confirm Qualified Plans Updated By Reviewing Against 2012 Required Plan Qualification Requirements… [read post]
26 Aug 2024, 8:40 pm
</span> </p> <p> <span style="display: initial;"> <br/> </span> </p> <h2> <span style="display: initial;"> The Importance of Communication in Estate Planning </span> </h2> <p> <span style="display: initial;"> <br/> </span> </p> <p> <span… [read post]
16 Jul 2024, 10:00 am
While some financial assets, like savings accounts, are straightforward, others are more complicated. [read post]
25 Mar 2014, 6:30 am
The concept of "asset freezing," at least as it pertains to estates and estate planning, was illuminated nicely in a recent Forbes article titled, “Freeze Your Assets To Save On Taxes. [read post]
1 Nov 2020, 2:09 pm
And, of course, with a much, much bigger on-site investment. [read post]