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15 May 2024, 2:42 pm by Katelynn Minott, CPA & CEO
Here are two examples: Superannuation statement(s) — for expats in Australia: This document details your contributions to Australia’s retirement savings plan. [read post]
15 May 2024, 8:00 am by Paul Caron
With pensions, otherwise known as defined-benefit plans, your employer invests on your behalf, and you are promised a fixed monthly income upon retirement. [read post]
15 May 2024, 1:50 am by Jonathan Rosenfeld
Knowing which benefits will continue can help you make informed decisions about retirement planning, healthcare costs, and other financial considerations. [read post]
14 May 2024, 9:05 pm by renholding
In addition, board observers help ensure compliance with the Employee Retirement Income Security Act (ERISA), particularly for VC and private equity firms managing investments from pension plans. [read post]
12 May 2024, 9:01 pm by renholding
An increasing number of states have enacted or are considering enacting legislation requiring financial institutions to provide customers “fair access” to financial services. [read post]
8 May 2024, 4:34 pm by Jerry Kalish
Why do I need to restate my Defined Benefit Pension Plan or Cash Balance Pension Plan at this time? [read post]
8 May 2024, 2:26 pm by Kevin LaCroix
Two, by their very existence the SECURE Acts keep the focus on private pension plan fiduciaries. [read post]
7 May 2024, 5:00 am by Written on behalf of Peter McSherry
She was earning an annual salary of $99,920; and was also awarded $20,000 for injury to her dignity, feelings and self-respect; $7,151.28 for medical expenses she incurred from June 1, 2015 through January 6, 2021; an amount to cover the tax consequences following receipt of these monies in a lump sum; and an amount to compensate for her lost years of contribution to the Canada Pension Plan. [read post]
7 May 2024, 5:00 am by Written on behalf of Peter McSherry
She was earning an annual salary of $99,920; and was also awarded $20,000 for injury to her dignity, feelings and self-respect; $7,151.28 for medical expenses she incurred from June 1, 2015 through January 6, 2021; an amount to cover the tax consequences following receipt of these monies in a lump sum; and an amount to compensate for her lost years of contribution to the Canada Pension Plan. [read post]
27 Apr 2024, 7:03 pm by Yosi Yahoudai
The university’s $169-billion investment portfolio includes funds for its retirement plan, endowment and working capital. [read post]
26 Apr 2024, 2:15 pm by Mark Ashton
As these engines of retirement progressed, the typical pension form of retirement retreated. [read post]
22 Apr 2024, 5:00 pm by Anna Mikhaylina
The complaint alleges that Johnson & Johnson and its pension and benefits committee breached their fiduciary duty under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”) by imprudently selecting the PBM for the Johnson & Johnson plans, agreeing to pay unreasonable prices, and failing to properly oversee the PBM. [read post]
21 Apr 2024, 5:00 pm by Christopher S. Lockman
Yet many plan sponsors overlook the fact that the fiduciary standards of ERISA apply equally to retirement plans and health and welfare benefit plans. [read post]
18 Apr 2024, 10:00 am by Kyle Krull
While some employers provide pensions, most individuals receive retirement income from Social Security, IRAs, or other retirement accounts or investments. [read post]
16 Apr 2024, 12:52 pm by Dorien Morin-van Dam
Consult a Financial Advisor: A financial advisor can provide guidance on dividing marital assets, planning for future expenses, and adjusting your investments or retirement plans to reflect your new financial reality. [read post]
12 Apr 2024, 4:55 am by Jay Butchko
This could include proof, such as: Property deeds, leases, and promissory notes; Bank account statements; Brokerage account records; Retirement and pension plan records; Insurance policies; and Records related to ownership of business interests. [read post]