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‘Hibernation’ Approach Recommended by Mercer to Wait Out High Demand for DB Plan Derisking Transfers
17 Jul 2018, 2:00 am
” “[W]e also foresee a parallel growth in those fully funding and winding down their plans on balance sheets over time,” the firm said. [read post]
21 Jul 2010, 11:21 pm
For instance, one woman found $1,400 in annuities her now-deceased parents bought for her when she was a kid. [read post]
4 Dec 2009, 5:56 am
Treasury obligations or more commonly a life insurance company annuity will fund the payment stream of Structured settlement payments are completely Tax Free.. [read post]
27 Jan 2011, 2:52 am
The majority of cases filed in 2010 involved claims for breach of fiduciary duty and misrepresentations involving common stock and mutual funds, although a significant number of cases involved annuities and bonds as well.2010 did not just usher in an increased number of new arbitrations. [read post]
29 Jan 2011, 8:36 pm
Many of my high net worth clients that have taxable estates over the ten million dollar level are really looking at using the full ten million dollar gift to fund life insurance strategies, private annuity strategies, installment sale strategies, and many others. [read post]
31 Mar 2010, 8:51 am
In addition, the insurance company will make changes to its plan documents, group annuity contracts, and funding agreements; and provide additional revenue sharing disclosures to current and future plan sponsors and participants I'll let the ERISA attorneys out there comment on the significance of this settlement in what the retirement plan industry calls the "401(k) Space". [read post]
6 Feb 2012, 11:42 am
Report funds to the Unclaimed Property Bureau of the appropriate state when a beneficiary cannot be located after a thorough search. [read post]
7 May 2012, 4:14 am
See Retirement Board of the Policeman's Annuity and Benefit Fund of Chicago v. [read post]
26 May 2015, 4:00 am
A grantor retained annuity trust could potentially provide tax efficiency if you are in possession of highly appreciable assets. [read post]
5 Jan 2012, 10:04 am
The district court granted summary judgment in favor of the insurer finding that all of the claims asserted were in connection with or arising out of the accounting firm’s acts, errors, or omissions regarding the sale of life insurance and annuity products. [read post]
19 Nov 2010, 3:01 pm
• What are the rules when dealing with target date funds, fixed-return investments, annuities, and employer securities? [read post]
13 Feb 2018, 4:16 am
Health & Welfare, Annuity & Pension Funds v D’Arcangelo & Co., LLP, 124 AD3d 1358, 1360 [4th Dept 2015]; Dischiavi v Calli [appeal No. 2], 68 AD3d 1691, 1693 [4th Dept 2009]; TVGA Eng’g, Surveying, P.C. v Gallick [appeal No. 2], 45 AD3d 1252, 1256 [4th Dept 2007]). [read post]
26 Jun 2007, 12:00 pm
" A Final Order Granting the Petition The transferee is required to give notice for final hearing date to: Payees Structured settlement obligor Annuity issuer Payee's spouse Any person who receives alimony or child support from the payee The initial reactions from industry experts to New Rule 229.2 generally have been positive. [read post]
11 Apr 2011, 6:00 am
The SEC also accused the firm's compliance director with failing to enforce the supervisory procedures in an unrelated incident.According to the settlement agreements, the president allowed 16,000 annuity and mutual fund account applications to be transfered to the Sales Manager's new firm. [read post]
13 Feb 2015, 8:30 am
This additional funding, it is claimed, would help hire outreach employees, a senior ombudsman, and an investigator. [read post]
19 Jul 2012, 11:17 am
If not accounted for, this can thrown some seniors into a financial tailspin, with insufficient funds to pay monthly obligations. [read post]
15 Jan 2008, 5:00 pm
“This is a truly a great victory for shareholder rights in America and is a great victory for the preservation for the integrity of our financial markets and I want to compliment the lead plaintiff, the Policeman’s Annuity & Benefit Fund of Chicago, for prosecuting this matter and seeing it through to a successful conclusion on behalf of all investors,” said Stephen Basser of Barrack Rodos & Bacine, the lead trial lawyer for the… [read post]
27 Jun 2018, 1:37 pm
Kris and Sandy Dielman, the claimants, charged that Woodbury breached its fiduciary duty, was negligent and engaged in fraud and deceit in connection with selling them investments in several companies, variable annuities and A-share mutual funds. [read post]
24 Jul 2013, 6:30 am
A second structured settlement can be purchased to providing funding for all future medical care. [read post]
22 May 2015, 5:50 pm
The rest of the will contains provisions for the use and sale of his residence, investment of estate funds, payment of annuities to his children, distribution of the whole estate to them or their children, and educational benefits to them, subject to various conditions. [read post]
