Sentences with phrase «option plan expense»

Tags for this Online Resume: Global Compensation, Equity Valuation, 123 (r) Stock Option Plan Expense Management, Global Job Evaluation, Executive Compensation, Job Offers Executive, MD, Sales Compensation Design, Global Market Pricing, Global Sales Compensation, Incenitive Plan Design, Growth company pay policy development

Not exact matches

All forms of compensation are covered, including salary, overtime pay, bonuses, stock options, profit sharing and bonus plans, life insurance, vacation and holiday pay, cleaning or gasoline allowances, hotel accommodations, reimbursement for travel expenses, and benefits.

Signs of the changes percolating in the retirement market were everywhere on Wednesday at Dimensional Fund Advisors» first - ever conference focused on the defined contribution space, from the jokes DFA's David Booth told at the expense of the existing king of the retirement market, Fidelity, to the news of the investment product DFA is rolling out to serve as a combination default option and lesson in responsibility for employees who are the least engaged in their retirement planning.

If we terminate Mr. Drexler's employment without cause or he terminates his employment with good reason, Mr. Drexler will be entitled to receive (i) a payment of his earned but unpaid annual base salary through the termination date, any accrued vacation pay and any un-reimbursed expenses, and (ii) subject to Mr. Drexler's execution of a valid general release and waiver of claims against us, as well as his compliance with the non-competition, non-solicitation and confidential information restrictions described below, (a) a payment equal to his annual base salary and target cash incentive award, one - half of such payment to be paid on the first business day that is six (6) months and one (1) day following the termination date and the remaining one - half of such payment to be paid in six equal monthly installments commencing on the first business day of the seventh calendar month following the termination date, (b) a payment equal to the product of (x) the last annual cash incentive award Mr. Drexler received prior to the termination date and (y) a fraction, the numerator of which is the number of days of service completed by Mr. Drexler in the year of termination and the denominator of which is 365, such amount to be paid on the first business day that is six (6) months and one (1) day following the termination date, and (c) the immediate vesting of such portion of unvested restricted shares and stock options as provided and pursuant to the terms of the relevant grant agreements under our 2003 Equity Incentive Plan.

For more information on any of the Section 529 college savings plans we distribute («529 Plan (s)»), contact your registered representative (financial advisor) or download a disclosure document, which contains important information about the plan's investment options, sales charges, expenses and riPlan (s)»), contact your registered representative (financial advisor) or download a disclosure document, which contains important information about the plan's investment options, sales charges, expenses and riplan's investment options, sales charges, expenses and risks.

The 529 Plan Program Disclosure contains more information on investment options, risk factors, fees and expenses, and potential tax consequences.

When considering rolling over assets from an employer plan to an IRA, factors that should be considered and compared between the employer plan and the IRA include fees and expenses, services offered, investment options, when penalty free withdrawals are available, treatment of employer stock, when required minimum distributions begin and protection of assets from creditors and bankruptcy.

The rollover decision should reflect how the plan from which assets would be distributed stacks up in comparison to the proposed IRA in terms of investment options, fees and expenses, and services (such as advice planning tools).

Expenses such as the cost of providing a pension plan, purchased research and development, and employee stock option grants - all obvious ongoing business expenses - are deducted when calculating Expenses such as the cost of providing a pension plan, purchased research and development, and employee stock option grants - all obvious ongoing business expenses - are deducted when calculating expenses - are deducted when calculating profits.

Before investing, consider the investment objectives, risks, charges, and expenses of the mutual fund, exchange - traded fund, 529 plan, Attainable Savings Plan, or annuity and its investment optiplan, Attainable Savings Plan, or annuity and its investment optiPlan, or annuity and its investment options.

So - called 529 college - savings plans — those state - sponsored accounts for college savers in which earnings are tax - free as long as they are used to pay for qualified higher - education expenses — typically let account holders select once a year from a number of investment options.

The average plan offers nearly two dozen different investment options, while fund expenses and management fees have continued to drop.

The Cherokee County School Board on Thursday, April 21, 2016 took its first look at tentative plans for Cherokee County School District construction projects and other Education SPLOST (Special Purpose Local Option Sales Tax) expenses for the next five years.

At last night's mayoral candidate forum at Queens College, four Democratic candidates were asked about the City's post-Sandy rebuilding plans, how they «would get the job done» and about options for «people whose insurance and FEMA support will not cover the expense of a new home and for whom rebuilding is not an option.»

Some people look only to Amazon for their self - publishing plan and some explore ebook - only options at the expense of considering the viability of releasing a print book.

The average plan offers nearly two dozen different investment options, while fund expenses and management fees have continued to drop.

A Health Savings Account is a savings account option used to help individuals and employees with elected high deductible health plans (HDHP) save money and cover medical expenses.

Examine your loan options thoroughly with a plan for a major expense.

For example, if you're doing most of your saving through a 401 (k) and your plan lacks good low - cost investment options, your ability to turn lower expenses into a higher account balance will necessarily be limited.

You should consider total fees and expenses, the range of investment options available, penalty - free withdrawals, availability of services, protection from creditors, required minimum distribution planning and taxation of employer stock.

If you're anticipating a large expense, want to create a set payment plan or save interest as compared to other forms of unsecured debt, Good Choice may be a Greater borrowing option for you.

They take into considerations things like age, income, other assets, expenses and risk tolerance to provide automated fund recommendations from the available options in your plan.

Of particular interest is NY's plan, as I like the expense ratio and Vanguard investment options.

Be sure to consider potential benefits and limitations of your options, including total fees and expenses, the range of investment options, penalty - free withdrawals, availability of services, protection from creditors, RMD planning and taxation of employer stock.

For most who are looking to start setting money aside to pay for college expenses more than a few years in the future, a 529 plan is the best option.

Work with your lender to explore student loan options for college that will cover your expenses and choose the right repayment plan for your situation.

Employers and plan participants should carefully consider the investment objectives, risks, charges and expenses of the investment options offered under the retirement plan before investing.

The plans allow you to choose from menus of investment options, directing regular monthly contributions toward investments that will hopefully grow sufficiently to meet college expenses.

The information below describes the fees and expenses that you would pay if you contribute to a particular investment option in the ScholarShare College Savings Plan.

If you have planned medical expenses (co-pays from doctor visits, medications, surgeries, pregnancy, etc.) or dependent care expenses (day care), you'd be wise to take advantage of this option.

Nebraska is changing its 529 Savings Plan for college expenses, adding an investment option that will operate similar to a bank account.

While most businesses are able to plan ahead for bigger operating expenses, short - term loans are a good option to provide for more immediate expenses, or expenses you don't intend to face for as long as others, such as temporary holiday help or equipment rentals.

On the college savings plans, which are probably the most popular option, those 529's, whatever growth occurs, you would also not be taxed later on, if they're used for education expenses.

Each plan offered adds to the expense for the company, so usually larger companies will provide more investment options.

The best employer plans will have low expenses and as many options as possible.

Important items to look out for in your investment plans are expense ratios and investment options.

** Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA and investor should consider various factors including but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.

«Fees for administrative services were charged and paid to these three companies as a percentage of the overall expenses paid for investing in the various investment options offered within the plans (including expensive choices and / or share classes),» the challenge contends.

If you have a group health plan at work, take a look at your flexible spending account options and consider contributing to save tax dollars on your medical expenses.

Trump's plan would also: reduce individual tax rates from 10, 15, 25, 28, 33, 35, and 39.6 to 12, 25, and 33 (previously he proposed 10, 20, and 25); expand the standard deduction from $ 12,600 per couple to $ 30,000 while eliminating personal exemptions (previously he proposed expanding the standard deduction to $ 50,000); cap the amount of itemized deductions a couple could take to $ 200,000; offer U.S. manufacturers the option of fully expensing, instead of depreciating, their equipment in exchange for giving up the deductibility of interest; and tax capital gains beyond $ 10 million at death in place of the estate tax.

A business line of credit may be the best option for quick access to cash, but business owners should have a detailed cash flow plan in place for repaying the principal to avoid lingering interest expenses.

Most personal loans have lower interest rates than credit cards, making them a more appealing option for planned expenses.

There are several reasons to consider investing in a 529 college savings plan including the tax advantages, options for withdrawals for tuition, room and board and other expenses, portable allowing the funds to be used at any accredited college, no gift tax consequences on contributions of $ 14,000 or more, no income limits, asset control options, and no restrictions on family members to be beneficiaries.

Bolden ruled that the Ferguson 401 (k) plan ultimately offered a variety of investment options that included low - cost options, with expense ratios ranging from 0.04 % to 1.02 %.

Plan can change — You old employer can decide to move their 401 (k) to another company that doesn't offer the same options or could cost you more in fund expenses (which means a lower overall return).

High fund expenses — Some company plans have investment options with higher fees than if you invested on your own in an IRA.

These include total fees and expenses, range of investment options available, penalty - free withdrawals, availability of services, protection from creditors, RMD planning, and taxation of employer stock.

The easy - to - use tools include several analytical calculators to provide personalized calculations and analysis of your net worth, budget, expenses, mortgage payment options, buy versus lease, life insurance requirement, investment goals, tax - advantaged investments, loan interest payments, debt consolidation, accelerated debt payoff, savings plan, child education costs, retirement planning, retirement income needs, RRSP contributions, and RRIF payments.

The presence of that match is to encourage employees to contribute: even if they are tying up their funds until retirement age; and they are into a plan with only a handful of investment options; and they may have higher expenses in the 401K.

Be sure to compare the fees and expenses of each plan and investment option with those of any other investments that you are considering.