Search for: "Annuity Fund"
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1 Sep 2007, 11:37 am
Depending on the annuity issuer or trust provider, payments can start within as soon as a couple of weeks, a month, or at some definite point in the future. [read post]
14 Sep 2011, 10:23 am
The funds in the account are then invested in annuities. [read post]
28 May 2011, 1:04 pm
Following Great-West Life & Annuity Insurance Co. v. [read post]
10 Jun 2019, 5:05 am
According to the SEC, Kitts allegedly stole $3,000,000 from her clients by purportedly forging their signatures on withdrawal requests from variable annuities, forging signatures to wire funds from client brokerage accounts, and misleading clients into withdrawing funds to make fake tax payments. [read post]
15 Jan 2014, 6:21 am
The customer disputes involve unauthorized trading, misappropriation of funds, and variable annuities. [read post]
26 Jan 2010, 5:36 am
Those rules generally provide a lifetime annuity to a participant's surviving spouse. [read post]
1 Sep 2011, 4:15 pm
The customer did not know that the company was Sexton's company and that Sexton would use the funds for personal and business expenses. [read post]
7 Jul 2023, 7:46 am
The second type of employee retirement benefit accounts are defined benefit plans such as a pension or other annuity which pays out monthly upon retirement. [read post]
23 Sep 2010, 4:01 pm
Christopher Anthony Lee, formerly with LPL Financial, IFMG Securities, and Citigroup Global Markets, was named as a respondent in a FINRA complaint alleging that he altered customer documents causing annuity companies to mail customer checks to his home address so that he could deposit the checks in his personal bank account and use the funds for his own purposes. [read post]
17 Feb 2009, 4:05 pm
Whether in the form of a structured settlement annuity or a United States Treasury Bond Structured Settlement they certainly are one way to go for tort victims and their attorneys. [read post]
3 Jul 2014, 12:03 pm
The majority notes that Section 5-189 of the Pension Code expressly confers “exclusive original jurisdiction” on the Retirement Board “in all matters relating to of affecting the fund, including . . . all claims for annuities, pensions, benefits or refunds. [read post]
23 Jun 2015, 5:47 pm
X's will, except his widow, are dead, and the obligation of his executors and trustees to pay their annuities has ceased. [read post]
7 Dec 2022, 2:26 pm
Charging Crow (Restitution Payments; Tribal Annuity Payments) Eagle Bear, Inc. and Brooke v. [read post]
24 Jul 2011, 5:40 pm
The alternative was a revised annuity from Aurora the terms of which varied based upon what the ELIC annuity had promised. [read post]
8 May 2017, 8:45 am
Instead, they pay only $24,714 to fund the full MSA, resulting in savings of $14,179. [read post]
18 Mar 2021, 7:43 am
Additionally, the Division will concentrate on recommendations regarding account type, conversions, and rollovers, as well as the sales practices used by firms for various product types, such as structured products, exchange-traded products, real estate investment trusts, private placements, annuities, digital assets, municipal and other fixed income securities, and microcap securities. [read post]
21 Aug 2013, 10:11 pm
Retirement Board of the Firemen's Annuity and Benefit Fund of Chicago, No. 114811 -- Issues Presented: Do survivors' pensions under the state Pension Act increase when the salary for decedent's position increases, regardless of whether the decedent ever actually received that salary? [read post]
16 Oct 2014, 3:45 pm
A custodian may draw on the property to make purchases or may deliver or pay funds from a custodial account to the minor, provided the activity is done specifically for the “use and benefit” of the minor. [read post]
3 Sep 2024, 3:00 am
Intercompany loans are a common means of moving funds from one area of a business to another but are not always formally documented. [read post]
2 Nov 2012, 7:19 am
The causes of action relate to the alleged recommendation and purchase of municipal bonds and variable annuities against the Claimants’ express wishes. [read post]
