Sentences with phrase «benefit plan adviser»

Add to this the federal government's stated interest in creating more state - based retirement plans for the private sector and various other reforms coming down the pike, such as the Securities and Exchange Commission's (SEC) liquidity and money market fund reforms and key Affordable Care Act (ACA) deadlines — think Cadillac Tax — and it can make a benefit plan adviser's head spin.

Not exact matches

In the Department's judgment, Plan and IRA investors, firms, and advisers all will benefit from the balanced approach set forth above.

A narrow majority of defined - contribution - plan advisers and consultants say managed accounts provide less benefit to participants than target - date funds, according to a survey by Pacific Investment Management Co..

So far, the fundraising has primarily benefited conservative organizations such as the Club for Growth, the Congressional Leadership Fund and American Crossroads, the group connected to George W. Bush's former White House adviser Karl Rove, which plans to spend up to $ 100 million on House and Senate races through its super PAC and nonprofit arms.

But the new campaign group is alarmed about a drift to the right in attitudes to the jobless and has seized on warnings by the government's own advisers, the social security advisory committee, to suspend plans to force single mothers with children under 12 to seek work or face benefit cuts.

In a press release, Dr. Norman Edelman, senior scientific adviser for the American Lung Association, said, «Taking steps to reduce carbon pollution from power plants, like the Clean Power Plan proposed by the U.S. Environmental Protection Agency, can reduce other pollutants at the same time, resulting in immediate health benefits.»

Examine what your workplace benefit plan offers and then have your adviser review all your insurance policies — disability, life, auto and home — to make sure that your coverage is adequate.

Ed feels grateful to his former employer for his defined benefit pension plan, but he doesn't feel that way about his adviser of 25 years.

During a media call about the Employee Benefit Research Institute's latest Retirement Confidence Survey, sources shared ways retirement plan sponsors and advisers can help retirement savers feel more confident.

The benefit provides a confidential financial wellness app with budgeting and planning tools, access to financial advisers for personal coaching, and an online community for peer support.

A narrow majority of defined - contribution - plan advisers and consultants say managed accounts provide less benefit to participants than target - date funds, according to a survey by Pacific Investment Management Co..

Institutional Shares may be purchased by institutions such as endowments and foundations, employer - sponsored retirement plans (including, but not limited to profit sharing, 401 (k), 403 (b), 457 (b) and defined benefit plans)(Employer - Sponsored Retirement Plans) and individuals, including clients of investment adviplans (including, but not limited to profit sharing, 401 (k), 403 (b), 457 (b) and defined benefit plans)(Employer - Sponsored Retirement Plans) and individuals, including clients of investment adviplans)(Employer - Sponsored Retirement Plans) and individuals, including clients of investment adviPlans) and individuals, including clients of investment advisers.

You may invest in a fund through an intermediary by placing orders through your brokerage account at Schwab or an account with another broker / dealer, investment adviser, 401 (k) plan, employee benefit plan, administrator, bank, or other financial intermediary (intermediary) that is authorized to accept orders on behalf of the fund (intermediary orders).

Our practice includes all aspects of qualified and nonqualified retirement plans; health, welfare and fringe benefit plans; employee benefits issues under the Internal Revenue Code and ERISA; executive compensation; employee benefits - related litigation; and investment adviser and fiduciary issues.

an employee benefit plan, within the meaning of the Employee Retirement Income Security Act, if a bank, insurance company, or registered investment adviser makes the investment decisions, or if the plan has total assets in excess of $ 5 million;

IRA and retirement plan advisers who benefit from commissions will be required to put their clients» interests first, and that could have a big effect on fees, says the Washington Post.