Search for: "Retirement Strategies, Inc." Results 121 - 140 of 558
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10 Jul 2020, 5:58 am
Graham (Duke University), on Monday, July 6, 2020 Tags: Accounting, Accounting standards, Audits, Disclosure, Earnings announcements, Earnings disclosure, Financial reporting, Firm performance, Information environment, Securities regulation Five Ways a Sustainability Strategy Provides Clarity During a Crisis Posted by Thomas Singer, The Conference Board, Inc., on Monday, July 6, 2020 Tags: Boards of… [read post]
23 Jun 2020, 6:19 am by Staff Attorney
  From March 2014 until May 2017 Ayre  was registered with Oppenheimer & Co., Inc. [read post]
17 Jun 2020, 10:31 am by Richard Worsfold
This article was originally published by The Lawyer’s Daily, part of LexisNexis Canada Inc. [read post]
17 May 2020, 12:44 pm by Staff Attorney
  From November 2014 through May 2016 Bourke was registered with Summit Brokerage Services, Inc. [read post]
13 Apr 2020, 10:34 am by Staff Attorney
Claimants trusted their investment advisor to prudently invest their income savings that was to be used for their retirement. [read post]
13 Apr 2020, 9:52 am by Silver Law Group
The Wildermuth Endowment Strategy Fund has been sold by financial advisors with Kalos Capital, Inc. substantially over the past few years. [read post]
16 Mar 2020, 12:43 pm by Cynthia Marcotte Stamer
Reductions in hours or terminations of employment that reduce participation in 401(k) and other savings or retirement programs by 20 percent or more generally trigger obligations to fully vest and for retirement plans, accellerate funding of benefts of terminating workers under the “partial termination” rules applicable to those programs. [read post]
3 Mar 2020, 8:28 am by Dan Bressler
“Defendants in DST Systems Lawsuit Say Plaintiffs’ Attorneys Have a Conflict” — “A Memorandum of Law in Support of the DST Defendants’ Motion to Disqualify Conflicted Counsel says the plaintiffs’ counsel concurrently represent approximately 420 participants in the DST Systems Inc. 401(k) Profit Sharing Plan together with three plan fiduciaries whom they allege in these and other actions committed a series of Employee Retirement Income… [read post]
2 Mar 2020, 11:04 am by Cynthia Marcotte Stamer
Since self-insured health plans generally are not subject to the ACA MLR rule, however, those plans generally need to pursue contracting or other strategies to address this concern. [read post]
27 Feb 2020, 9:35 am by Yosie Saint-Cyr
Another report is expected from the Commission that examines how a livable wage can be reconciled with a minimum wage in BC and to advise the government on strategies to address the discrepancy between the minimum wage and liveable wages. [read post]
25 Feb 2020, 4:17 pm by Cynthia Marcotte Stamer
She also provides strategic and other supports clients in defending litigation as lead strategy counsel, special counsel and as an expert witness.Alongside her extensive legal and operational experience, Ms. [read post]
25 Feb 2020, 4:02 pm by Cynthia Marcotte Stamer
She also provides strategic and other supports clients in defending litigation as lead strategy counsel, special counsel and as an expert witness.Alongside her extensive legal and operational experience, Ms. [read post]
18 Feb 2020, 2:08 am by Renae Lloyd
The SEC alleges that EquiAlt, its CEO ,and its managing director, and the entities they control, purportedly fraudulently raised millions of dollars by making material misrepresentations to investors about EquiAlt’s investment strategy, the financial condition of the investments, and the uses of investor proceeds. [read post]
3 Feb 2020, 8:21 am by Cynthia Marcotte Stamer
She also provides strategic and other supports clients in defending litigation as lead strategy counsel, special counsel and as an expert witness. [read post]
25 Jan 2020, 9:05 pm by Coral Beach
There is no way to implement such a strategy, and more importantly, no need to do so. [read post]