Search for: "Benefits Plans Investment Committee of the Company" Results 21 - 40 of 1,336
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25 Oct 2022, 6:30 am
In August, the State Board of Administration (SBA), the governing body of the Florida Retirement System Defined Benefit Pension Plan, revised the plan’s investment policy statement to say that investment decisions must be based only on pecuniary factors, and these do not include the consideration of the furtherance of social, political, or ideological interests. [read post]
2 Nov 2014, 11:29 am by Cynthia Marcotte Stamer
As for all plan investment transactions, detailed, unbiased valuation documentation showing the prudence of any decision to invest or hold the investments of the plan in company stock is critical when determining the initial purchase or sale prices for plan transactions involving company stock. [read post]
12 May 2013, 3:02 pm by Cynthia Marcotte Stamer
  The new diversification rules are reflective of a host of new and proposed rules and enforcement positions that Congress and federal regulators have or are contemplating to address perceived abuses or risks arising from the investment or retention of company stock in employee benefit plans. [read post]
22 May 2012, 1:37 pm by Cynthia Marcotte Stamer
Appropriate management of retirement and other employee benefit plan assets is a key obiligation of employee benefit plan investment advisors and other fiduciaries that have authority over plan assets. [read post]
1 Aug 2013, 8:36 am by Cynthia Marcotte Stamer
A Fellow in the American College of Employee Benefit Counsel, immediate past Chair of the American Bar Association (ABA) RPTE Employee Benefits & Other Compensation Group and current Co-Chair of its Welfare Benefit Committee, Vice-Chair of the ABA TIPS Employee Benefits Committee, a council member of the ABA Joint Committee on Employee Benefits, and past Chair of the ABA Health Law Section Managed Care & Insurance… [read post]
2 Jun 2022, 3:07 pm by Eugene Volokh
And while the public pension plans administered by the Kentucky Public Pension Authority have shown year-over-year improvement in funding, there is a concern that this trajectory may be threatened by extreme approaches to investment management—particularly those that put ancillary interests before investment returns for the benefit of public pensioners and state employees. [read post]
3 Dec 2014, 10:41 am by Cynthia Marcotte Stamer
A Fellow in the American College of Employee Benefits Council, immediate past-Chair and current Welfare Benefit Committee Co-Chair of the American Bar Association (ABA) RPPT Employee Benefits & Other Compensation Arrangements, an ABA Joint Committee on Employee Benefits Council Representative, the ABA TIPS Employee Benefit Plan Committee Vice Chair, former ABA Health Law Section Managed Care &… [read post]
26 Oct 2011, 6:04 am by Cynthia Marcotte Stamer
Recently selected for induction as a Fellow in the American College of Employee Benefit Council and for extensive work and accomplishments in the employee benefits area, immediate past Chair of the American Bar Association (ABA) RPTE Employee Benefits & Other Compensation Group and current Co-Chair of its Welfare Benefit Committee, Vice-Chair of the ABA TIPS Employee Benefits Committee, a council member of the ABA Joint… [read post]
1 Sep 2011, 5:53 am by Patti Spencer
In general, unions have not gone to bat for 403(b) plan participants because the investment and financial service companies who are selected for participant investment choices sometimes make big contributions to the unions. [read post]
12 Jun 2023, 10:30 pm by Sherica Celine
This resource kit includes documents regarding investment committee governance and selection and monitoring of a plan’s investment options. [read post]
27 Dec 2012, 4:35 am by Cynthia Marcotte Stamer
A Fellow in the American College of Employee Benefit Council, immediate past Chair of the American Bar Association (ABA) RPTE Employee Benefits & Other Compensation Group and current Co-Chair of its Welfare Benefit Committee, Vice-Chair of the ABA TIPS Employee Benefits Committee, a council member of the ABA Joint Committee on Employee Benefits, and past Chair of the ABA Health Law Section Managed Care & Insurance… [read post]
27 Dec 2012, 3:45 am by Cynthia Marcotte Stamer
Investment Advisors and Others With Discretion Over Funds Should Exercise Fiduciary Care While the Madorf scandle represents an exceptionally large and long-standing stream of mishandling of employee benefit funds, the investigations and prosecutions also serve as a reminder of the need to carefully comply with the fiduciary responsibility and other requirements of ERISA and other laws to investment advisors and other employee benefit plan asset… [read post]
As an initial matter, the plan fiduciary of each company’s retirement plans—not the board of directors or a committee thereof, acting in such capacity—has the authority to select and monitor the investment options in the plans. [read post]
20 Jul 2017, 5:11 pm by Andrew S. Williams, Esq.
The employer is a fiduciary to the plan along with employees who individually serve as trustees or members of the plan’s investment or retirement committee. [read post]
20 Jul 2017, 5:11 pm by Andrew S. Williams, Esq.
The employer is a fiduciary to the plan along with employees who individually serve as trustees or members of the plan’s investment or retirement committee. [read post]
5 Oct 2013, 2:09 am by Vishnu S
ULIP) is a Scheme combining benefits of Life Insurance as well as Investment in the stock market. [read post]
26 Apr 2012, 8:21 am by Laurent
 It seems to me that specific companies which are operating in certain industries might benefit from both of them. [read post]
30 Oct 2011, 1:07 pm by Cynthia Marcotte Stamer
  Filed under: Employee Benefits, Employers, Retirement Plans, Tax Tagged: 401(k), Determination Letters, Employee Benefits, ERISA, investment advice, IRA, plan qualification, prohibited transactions, Retirement Plans, Tax [read post]