Sentences with phrase «fee plan with»

Take advantage of the Control Prepaid MasterCard to earn a $ 20 bonus for signing up and for referring your friends, plus get a 5 % APY on up to $ 1,000 in savings account deposits when you qualify for the Discounted Fee Plan with a qualifying direct deposit.

Not exact matches

For instance, a study from America's Best 401k, a Scottsdale, Arizona - based firm that works with retirement plans, reviewed fee disclosures for 11 insurers and payroll companies that specialize in plans with less than $ 10 million in assets.

Ankur Jain, Kairos founder and CEO, discusses how his start - up, Rhino, plans to revolutionize the rental market by replacing one - time security deposits with affordable monthly fees.

Instead of charging the customer, Koho plans to make money with a cut of the interchange fees merchants disburse when processing payment cards.

If you aren't happy with the investment choices offered by the new plan or the fees are high, you can move your 401 (k) into an IRA or Roth IRA.

Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.

With no sign - up fees, contracts, or subscriptions needed, it is built for both heavy and infrequent fax users with various pricing plWith no sign - up fees, contracts, or subscriptions needed, it is built for both heavy and infrequent fax users with various pricing plwith various pricing plans.

It explained that when it sells a phone already activated on an installment plan with a carrier, it gets a fee from that network, but an un-activated phone without a carrier plan attached generates no fees.

And with its new T - Mobile One plans, the carrier has effectively made this idea standard: You get «unlimited» data, but all video is limited to a low - res 480p until you pay an extra fee.

But if you're planning to travel outside of the U.S., it's important to make sure that your card is making your trip easier and not loading you down with fees and headaches.

A 2009 report by consulting giant Deloitte found that plans with less than $ 1 million in assets, like those of many small businesses, routinely were paying as much as 2 percent «all - in,» or the total of all fees.

Plan Ahead Events has relationships with third - party sources which offer financing to cover the following: franchise fee, startup costs

An ad - free site, DotPhoto offers a sliding - scale subscription - fee plan that may appeal to people who don't want to be bombarded with marketing come - ons.

The unlimited plan is $ 90.95 per month with a $ 9.95 activation fee.

The company also has a stock purchase program that comes with no fees, and a federal credit union that helps with savings for workers planning for their retirement.

For $ 19 a month, plus a $ 299 start - up fee, members are given a fully customized financial plan and paired with a certified financial planner available 24/7.

With the personalized portfolio management solutions offered by Motley Fool Wealth Management, you will get a completely customized investment plan created for your unique needs and goals, have your money managed for you by Motley Fool - trained portfolio managers, get to keep more of your money, thanks to fees well below the industry average, and enjoy 24/7 access to your account's investments and performance.

Fees vary based on the plan, with different pricing schemes for individual users and organizations.

In a debt management plan, your credit counselor will negotiate with your creditors to reduce interest or waive fees on your debt.

(They also offer three other Fixed Fee Plans at monthly rates of $ 35.00, $ 50.00 and $ 75.00, each with increasing numbers of transactions per month.)

But it introduced Wealthsimple Black for clients with balances over $ 100,000, providing lower fees, tax - loss harvesting and basic financial planning.

The business bank account with the lowest monthly fee currently is the TD Basic Business Plan.

Alternatively, working with a high - quality asset management company that charged no more than 1.50 % in per annum in management fees but who provided the white - glove service that made comprehensive tax, estate, and portfolio planning easier, might have made it possible to achieve financial independence and multi-generational wealth much more quickly.

With Personal Capital, you can easily see what fees you are paying and Personal Capital shows you how this may be impacting your retirement plan.

Methodology Discovery Data compiled the rankings based on discretionary and nondiscretionary assets under management listed on SEC Form ADV. To capture independent fee - only planning firms, every effort is made to exclude firms with broker - dealer and insurance company affiliations and those with substantial outside ownership stakes held by private equity firms and some outside investors.

In addition, Cetera Advisor Networks has been charged as a co-fiduciary, along with CheckSmart, for «grossly excessive fees» in a 401 (k) plan having poorly performing investment options.

Nichols Kaster compared the Fujitsu plan's fees with those of about 650 other plans with more than $ 1 billion in assets.

Yet the plan still used the share class available to retail investors, with fees of 1.10 percent, rather than the institutional share class that became available in 2013, which had a fee of 0.87 percent.

This doesn't mean only avoiding or limiting those investment products that provide a direct benefit to a financial advisor, such as funds with 12b - 1 fees, but also abstaining from having product manufacturers help develop an offering for a retirement plan prospect.

Most of the suits to date charge retirement plan sponsors with excessive fees and / or poor performing investment options, which cost participants thousands of dollars that they allegedly would have otherwise saved for their retirement.

But retirement specialists are just what broker - dealers and plan sponsors need now given the new DOL fiduciary rule and the growing number of lawsuits charging plan sponsors with excessive fees (at MIT, Yale and NYU among others) or self - dealing (Franklin Templeton, Neuberger Berman, American Century, New York Life).

The focus of the suits is expanding as well, with a wider array of plan permutations and fees coming under scrutiny.

Blooom's management fee is on top of the fees that already come with your plan.

Over the lifetime of this investment, an extra 1 % in fees will result in a loss of almost $ 154,000 — and that's not even including what you would have earned, with compound interest, if that money had been invested in your plan.

In addition, get a statement credit for your Global Entry or TSA PreCheck fee, up to $ 200 airline fee credit in baggage fees and more at one qualifying airline, up to $ 200 for Uber rides annually, and unlimited Wifi at more than a million hotspots worldwide with Boingo American Express Preferred Plan.

They've also got great tools for x-raying your portfolio for excessive fees, recommending a more optimized asset allocation, and planning for retirement with their Retirement Planner.

PLANADVISER: The complaint accuses the plans» administrative committee of failing to adequately disclose to participants the risks, fees and expenses associated with investment in hedge funds and private equity.

For plans with $ 1 million to under $ 10 million in assets, ICI found the fees to be smaller than what Employee Fiduciary found — 1.65 %.

Through our Collaborative PBM Cloud ™ platform, we administer comprehensive PBM services with 40 % lower operating costs, which leads to lower administrative fees, reduced drug unit costs, and increased rebate income to plan sponsors.

Additionally, the complaint accused the plans» administrative committee of failing to adequately disclose to participants the risks, fees and expenses associated with investment in hedge funds and private equity.

Plans with $ 10 million to under $ 100 million in assets pay an average of 1.28 % in fees.

If you plan on using the Chase Freedom ® abroad, prepare to deal with a 3 % fee.

By reinvesting the dividends, or capital gains, you can purchase more shares of the business without paying any fees or commissions to brokers... The first share has to be purchased through a broker, but with a DRIP (dividend) reinvestment plan) all future profits may be reinvested automatically with out paying broker fees to purchase shares on your behalf.

Employee Fiduciary, LLC studied the fees that 401 (k) plans with less than $ 2 million in assets pay and found that they average 2.22 %.

Brian Graff, CEO of the American Society of Pension Professionals and Actuaries, stated that the White House on Monday «launched an attack on advisors and so - called «hidden fees» and «backdoor payments» by moving forward with a regulation that has its own hidden backdoor effect — keeping many Americans from working with the trusted advisor of their choice, even in the critical decision regarding rollovers from their 401 (k) and 403 (b) plans.»

The National Association of Plan Advisors charged that the «White House launched an attack on advisors and so - called «hidden fees» and «backdoor payments» by moving forward with a regulation that has its own hidden backdoor effect — keeping many Americans from working with the trusted advisor of their choice, even in the critical decision regarding rollovers from their 401 (k) and 403 (b) plans.»

any fees and expenses associated with the plan and the IRA, whether the employer pays for some or all of the plan's administrative expenses;

Actual results may vary materially from those expressed or implied by forward - looking statements based on a number of factors, including, without limitation: (1) risks related to the consummation of the Merger, including the risks that (a) the Merger may not be consummated within the anticipated time period, or at all, (b) the parties may fail to obtain shareholder approval of the Merger Agreement, (c) the parties may fail to secure the termination or expiration of any waiting period applicable under the HSR Act, (d) other conditions to the consummation of the Merger under the Merger Agreement may not be satisfied, (e) all or part of Arby's financing may not become available, and (f) the significant limitations on remedies contained in the Merger Agreement may limit or entirely prevent BWW from specifically enforcing Arby's obligations under the Merger Agreement or recovering damages for any breach by Arby's; (2) the effects that any termination of the Merger Agreement may have on BWW or its business, including the risks that (a) BWW's stock price may decline significantly if the Merger is not completed, (b) the Merger Agreement may be terminated in circumstances requiring BWW to pay Arby's a termination fee of $ 74 million, or (c) the circumstances of the termination, including the possible imposition of a 12 - month tail period during which the termination fee could be payable upon certain subsequent transactions, may have a chilling effect on alternatives to the Merger; (3) the effects that the announcement or pendency of the Merger may have on BWW and its business, including the risks that as a result (a) BWW's business, operating results or stock price may suffer, (b) BWW's current plans and operations may be disrupted, (c) BWW's ability to retain or recruit key employees may be adversely affected, (d) BWW's business relationships (including, customers, franchisees and suppliers) may be adversely affected, or (e) BWW's management's or employees» attention may be diverted from other important matters; (4) the effect of limitations that the Merger Agreement places on BWW's ability to operate its business, return capital to shareholders or engage in alternative transactions; (5) the nature, cost and outcome of pending and future litigation and other legal proceedings, including any such proceedings related to the Merger and instituted against BWW and others; (6) the risk that the Merger and related transactions may involve unexpected costs, liabilities or delays; (7) other economic, business, competitive, legal, regulatory, and / or tax factors; and (8) other factors described under the heading «Risk Factors» in Part I, Item 1A of BWW's Annual Report on Form 10 - K for the fiscal year ended December 25, 2016, as updated or supplemented by subsequent reports that BWW has filed or files with the SEC.

«The main reason is if their fees will be higher in the IRA --[such as] AUM fees, commissions, expense ratios — it may make sense for them to keep it with the plan provider.

We have also begun sending refunds to customers who previously contacted us to question their mortgage rate lock extension fees, and continue to work with our regulators on plans for contacting the remaining customers who paid those fees and invite them to request a refund if they believe that they were charged fees inappropriately.