Sentences with phrase «as plan managers»

Ascensus Broker Dealer Services, Inc. and Ascensus College Savings Recordkeeping Services, LLC serve as Plan Managers for the CollegeInvest Direct Portfolio College Savings Plan and have overall responsibility for the day - to - day operations.

Hartford Life Insurance Company serves as Plan Manager.

FirstBank Holding Company serves as the Plan Manager for the CollegeInvest Smart Choice College Savings Plan and has overall responsibility for the day - to - day operations, including effecting transactions.

The Vanguard Group, Inc. also serves as Plan Manager and Investment Manager for the CollegeInvest Direct Portfolio College Savings Plan and Vanguard Marketing Corporation, an affiliate of The Vanguard Group, Inc., assists CollegeInvest with marketing and distributing the Direct Portfolio College Savings Plan.

Ascensus Broker Dealer Services, Inc. and Ascensus College Savings Recordkeeping Services, LLC serve as the Plan Manager for the CollegeInvest Direct Portfolio Plan.

QS Investors, LLC is the Investment Manager and Legg Mason Investor Services, LLC is the primary distributor of interests in the CollegeInvest Scholars Choice Program, and together they serve as the Plan Manager.

FirstBank serves as the Plan Manager for the CollegeInvest Smart Choice Plan.

Not exact matches

Many candidates are prepared to talk about the high points of their career, but to get a full scope of how you will adjust to the job, hiring managers also want to see how you handle situations that don't go as planned.

Marc Couture had only a vague plan when he left a comfortable job as a brand manager at Procter & Gamble to become an entrepreneur.

Like Quebec's plans, PRPPs are to be offered by private insurance companies, not a single, government - mandated manager (as with CPP).

If you're told by a credible professional, such as a business manager, that your business plan contains gaping holes, take that into account and realize where you can improve.

When their funds ran dry after two years, they returned to work — Jason as an IT project manager and Julie as a marketing manager — and quickly devised a plan to take their lives on the road full time.

The company plans to list on the Nasdaq under «Dova,» with J.P. Morgan, Jefferies, and Leerink Partners as book - running managers.

Early on in my career as I became a manager of employees and functional areas, ongoing relationships and meetings with my mentees became the early training and practice ground for sharpening my «plan of attack.»

Percentage of the 2001 Inc 500 CEOs who plan to remain as CEO: 74 % Percentage of those CEOs who plan to retain all their duties: 44 % Percentage who plan to delegate to professional managers: 56 %

As a result, more than one third of managers are planning for lower returns.

In his book «High Output Management,» Andy Grove, founder of Intel, advocates that «a manager should use his calendar as a «production» planning tool, taking a firm initiative to schedule work that is not time - critical.»

He joined the firm as part of a careful succession plan, in which the founding parents are transitioning control to their sons, aided by professional managers like McArthur as needed.

Express Scripts, which in its role as a pharmacy benefit manager negotiates drug prices and reimbursement on behalf of insurers and employers, «will work with health plans and plan sponsors to decide where they want [Luxturna] on their plans,» Miller said.

Having a plan gave managers the equivalent of a dashboard to work with as my company navigated sudden change.

And finally managers need to create check - in points to be sure projects are moving forward as planned.

Osborne plans to fulfil the role alongside his work as MP for Tatton, a constituency in Cheshire, and a one - day - a-week advisory role to asset manager BlackRock, which earns him # 650,000 a year.

Before a company so much as transfers a file, managers need a data - security plan to chart how they'll handle sensitive information, security experts say.

Stuart Skorman, a former rock band manager who was an early investor in Whole Foods and has since earned a reputation as a serial entrepreneur, says that he thinks anyone who plans out their business before their marketing strategy is foolish.

«The last thing you'd want to happen,» Cummins says, «is that your heirs — just as they're trying to cope with learning how to run their newly inherited business — would find themselves unable to attract or retain key managers because your compensation and benefits plans aren't good enough.»

* Do you have compensation and benefits plans designed to attract and keep first - rate executives as key managers?

«We are planning to speak with as many shareholders as will take our calls,» CalSTRS portfolio manager Aeisha Mastagni told Business Insider last week.

Netflix managers would tell subscribers on July 12 that they planned to do away with a popular subscription that offered access to DVD rentals as well as unlimited on - demand streaming video for $ 10 per month.

Are you, as leader / manager, actively helping employees to advance their plans by talking with them?

If you were to go elsewhere to get most of the services Wealthfront, such as tax - loss harvesting, Direct Indexing, Tailored Transfers and Sellling Plan, you'd likely have to hire a private wealth manager who requires million dollar minimums.

As a Senior Manager of Retirement and Annuities, Christine Russell is responsible for the development and management of retirement products, tools and services at TD Ameritrade with a particular focus on retirement income planning.

Tax experts say money managers can expect more tax planning than usual this season, as advisors and clients get familiar with tax reform.

I'll admit that complaining about the education taxes aimed at the wealthy — such as the plan to institute an excise tax on endowment fund managers paid in excess of $ 1 million a year — is unsympathetic.

At Klingenstein Fields Wealth Advisors, Ms. Johnson works with Portfolio Managers and the Director of Wealth Planning, as well as clients» accountants and attorneys to address investment, tax, generational wealth and philanthropic goals.

As an overlay on Collaborative PBM Cloud ™, AdvanceESM ™ (Enterprise Service Manager) extracts and consolidates information across all departments of the PBM, providing plan sponsors with a 360 ° view enhancing critical health / financial decision - making resulting in best outcomes.

The sales manager is in the unique position of serving as a critical leverage point in distributing a company's message and in ensuring the implementation of the go - to - market strategy, with (all too often) little input into the strategy and tactical plans that are developed.

The gravamen of the complaint is that the asset - allocation models adopted by the retirement plans» investment committee departed dramatically from prevailing standards employed by professional investment managers and plan fiduciaries, and as a result, caused participants to suffer massive losses and excessive fees.

-- The majority of 401 consultants support additional services in defined contribution retirement plans as participants rely more heavily on such funds when they retire, according to according to the 12th annual PIMCO Defined Contribution Consulting Support and Trends Survey published by PIMCO, one of the world» s premier fixed income investment managers..

We do not have a strong sense of the quality of Branch Managers» evaluations of CHPs, and we have not seen documentation to support that Branch Managers carry out these evaluations once per month with all CHPs as planned.

«As we prepare to come back to Ottawa for the fall session of Parliament, it is also important to ensure Canadian middle class families understand the threat posed by Thomas Mulcair's risky and dangerous economic plan,» said the memo, from Conservative national campaign manager Jenni Byrne.

Indeed, weighing whether having employees and managers as partners can contribute more to all shareholders of a stock market company than the dilution of a share plan that is based on newly issued shares, is common in stock market companies.

The trade association said the tariffs would cause 23,000 installers, engineers and project managers to lose their jobs this year as billions of dollars in planned investment evaporates.

«We have a strong business plan and our entire team is excited to hit the ground running as we further extend CWB's full - range of products and services in Surrey,» added Greg Noga, Branch Manager at Panorama Ridge.

Financial firms are particularly vulnerable, which is why the Bank of England in April called on hundreds of them, including insurers and fund managers, to submit Brexit contingency plans in July as the central bank plans for «all eventualities.»

That's why money managers will be looking for a clear plan as the Fed meets again in September.

Also announced as a new principal of the firm is Demae Rubins, manager of the Planning Division.

The job of a market manager is to manage the present as unemotionally as possible while looking ahead with sensible plans based on incoming and historical market data.

Known to the crypto community as the creator of Dogecoin, Jackson Palmer, product manager at Adobe by profession and coder by passion, told Cointelegraph how he sees the future of the cryptocurrency, started as a parody and broke the $ 1 bln market cap in the beginning of 2018, shared his thoughts on the cryptocurrency community, and disclosed some plans for the future.

TravelbyBit's general manager of strategic planning and development was on record stating, «This is just the beginning for us as we hope to expand the digital currency option across the business.»

God had written, not so much a poem, but rather a play; a play he had planned as perfect, but which had necessarily been left to human actors and stage - managers, who had since made a great mess of it.»