Sentences with phrase «by plan assets»

For plans with large underfunding amounts (that is, greater than $ 20 million of the plan's benefits are neither guaranteed nor funded by plan assets), the amount available for distribution under 4022 (c) is based on PBGC's recoveries, if any, specific to the plan.

Not exact matches

Important factors that could cause actual results to differ materially from those reflected in such forward - looking statements and that should be considered in evaluating our outlook include, but are not limited to, the following: 1) our ability to continue to grow our business and execute our growth strategy, including the timing, execution, and profitability of new and maturing programs; 2) our ability to perform our obligations under our new and maturing commercial, business aircraft, and military development programs, and the related recurring production; 3) our ability to accurately estimate and manage performance, cost, and revenue under our contracts, including our ability to achieve certain cost reductions with respect to the B787 program; 4) margin pressures and the potential for additional forward losses on new and maturing programs; 5) our ability to accommodate, and the cost of accommodating, announced increases in the build rates of certain aircraft; 6) the effect on aircraft demand and build rates of changing customer preferences for business aircraft, including the effect of global economic conditions on the business aircraft market and expanding conflicts or political unrest in the Middle East or Asia; 7) customer cancellations or deferrals as a result of global economic uncertainty or otherwise; 8) the effect of economic conditions in the industries and markets in which we operate in the U.S. and globally and any changes therein, including fluctuations in foreign currency exchange rates; 9) the success and timely execution of key milestones such as the receipt of necessary regulatory approvals, including our ability to obtain in a timely fashion any required regulatory or other third party approvals for the consummation of our announced acquisition of Asco, and customer adherence to their announced schedules; 10) our ability to successfully negotiate, or re-negotiate, future pricing under our supply agreements with Boeing and our other customers; 11) our ability to enter into profitable supply arrangements with additional customers; 12) the ability of all parties to satisfy their performance requirements under existing supply contracts with our two major customers, Boeing and Airbus, and other customers, and the risk of nonpayment by such customers; 13) any adverse impact on Boeing's and Airbus» production of aircraft resulting from cancellations, deferrals, or reduced orders by their customers or from labor disputes, domestic or international hostilities, or acts of terrorism; 14) any adverse impact on the demand for air travel or our operations from the outbreak of diseases or epidemic or pandemic outbreaks; 15) our ability to avoid or recover from cyber-based or other security attacks, information technology failures, or other disruptions; 16) returns on pension plan assets and the impact of future discount rate changes on pension obligations; 17) our ability to borrow additional funds or refinance debt, including our ability to obtain the debt to finance the purchase price for our announced acquisition of Asco on favorable terms or at all; 18) competition from commercial aerospace original equipment manufacturers and other aerostructures suppliers; 19) the effect of governmental laws, such as U.S. export control laws and U.S. and foreign anti-bribery laws such as the Foreign Corrupt Practices Act and the United Kingdom Bribery Act, and environmental laws and agency regulations, both in the U.S. and abroad; 20) the effect of changes in tax law, such as the effect of The Tax Cuts and Jobs Act (the «TCJA») that was enacted on December 22, 2017, and changes to the interpretations of or guidance related thereto, and the Company's ability to accurately calculate and estimate the effect of such changes; 21) any reduction in our credit ratings; 22) our dependence on our suppliers, as well as the cost and availability of raw materials and purchased components; 23) our ability to recruit and retain a critical mass of highly - skilled employees and our relationships with the unions representing many of our employees; 24) spending by the U.S. and other governments on defense; 25) the possibility that our cash flows and our credit facility may not be adequate for our additional capital needs or for payment of interest on, and principal of, our indebtedness; 26) our exposure under our revolving credit facility to higher interest payments should interest rates increase substantially; 27) the effectiveness of any interest rate hedging programs; 28) the effectiveness of our internal control over financial reporting; 29) the outcome or impact of ongoing or future litigation, claims, and regulatory actions; 30) exposure to potential product liability and warranty claims; 31) our ability to effectively assess, manage and integrate acquisitions that we pursue, including our ability to successfully integrate the Asco business and generate synergies and other cost savings; 32) our ability to consummate our announced acquisition of Asco in a timely matter while avoiding any unexpected costs, charges, expenses, adverse changes to business relationships and other business disruptions for ourselves and Asco as a result of the acquisition; 33) our ability to continue selling certain receivables through our supplier financing program; 34) the risks of doing business internationally, including fluctuations in foreign current exchange rates, impositions of tariffs or embargoes, compliance with foreign laws, and domestic and foreign government policies; and 35) our ability to complete the proposed accelerated stock repurchase plan, among other things.

Patersons Securities plans to introduce an employee share scheme to help bolster its net assets by at least $ 15 million, after posting its third interim loss in succession.

And, while AT&T last month said it extended by a «short period» its deadline to close the planned deal, the transaction has already won regulatory approval in other countries such as Brazil, Chile, and Mexico without the need to sell any assets.

In April a 40 % stake in its parent, Glencore Agriculture Products, was quietly repatriated by the Canada Pension Plan Investment Board for US$ 2.5 billion as Glencore shed assets to pay down debt.

Barrick plans to eliminate $ 3 billion in debt by the end of the year through asset sales and partnerships, and by using its free cash flow.

The BoJ has been the least expansionary of major central banks since the 2007 - 2008 global financial crisis, Evans said, adding that its planned balance - sheet increase this year pales by comparison with the $ 1 trillion of assets that the U.S. Federal Reserve is slated to purchase.

To minimize the impact of fees on your own savings, choose index funds and ETFs over actively managed funds; if you plan to hire a financial adviser, calculate whether you'll save money by paying an hourly fee rather than an annual percentage of your assets.

Diversified miner Metals X has confirmed a $ 115.6 million capital raising and plans to demerge its gold assets into a new company, which will be led by existing chief executive Peter Cook.

Heron Resources is the latest company to announce plans to spin - out its non-core assets into a new company, following similar recent movements by Metals X, TNG and Indiana Resources.

The stock index giant plans to announce around 4:30 p.m. ET Tuesday whether mainland stocks will become part of the MSCI Emerging Markets Index, which is tracked by an estimated $ 1.5 trillion in assets.

BP's project pipeline is looking thin, it says, while Total needs to speed up its plans to acquire low - cost, long - life assets and shift towards natural gas production by 2035.

Canada's Brookfield Asset Management plans to acquire Westinghouse Electric, the bankrupt nuclear services company owned by Toshiba.

Principal documents that should be submitted by the entrepreneur who hopes to start a new business include: resume (and resumes of any other key people involved in the proposed enterprise); current financial statement of all personal assets and liabilities; summary of collateral; proposed operating plan; and statement detailing revenue projections.

JBS, which paid $ 1.5 billion from Moy Park two years ago, is near completing an asset sale plan unleashed by the Batistas» admission to bribing 1,893 politicians in Brazil.

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.

The world's largest asset manager says it plans to speak with gun makers after a wave of public outcry sparked by the Florida school shooting last week.

The world's largest asset manager says it plans to speak with gun makers following public outcry sparked by the school shooting in Florida.

GE's new CEO, John Flannery, announced plans this October to unload $ 20 billion in assets of the ailing conglomerate, in a sale that may include two of its oldest divisions: transportation, and the remainder of the lighting business started by Thomas Edison.

If fewer than 100 people are covered by a pension plan, benefits plan (including medical, dental, life - insurance, scholarship, and disability), or fringe benefit, file Form 5500 C / R annually, listing details on membership, assets, and so on.

If Brian Mulroney's government pushed forward with the plan, the paper warned, «Ottawa will have made a tragic mistake by selling off a strategic asset.»

Assets held by our Pension Plan aggregated $ 389.9 million at July 28, 2012 and $ 376.4 million at July 30, 2011.

Diversifying assets by taxability is important in building a financial planning strategy to last through working years and into retirement.

Tim O'Neill, the former Bank of Montreal chief economist hired by the B.C. government to review the revenue projections in the most recent budget, found no problems with the plan to include asset sales.

However, in order to accommodate the certainty of employer contributions required by these plans, regulatory law in all Canadian jurisdictions allows trustees to reduce accrued benefits in order to balance the plans» assets and liabilities.

A C$ 3.6 billion bid by New Zealand's Fletcher Challenge to acquire Fletcher Challenge Canada's pulp and paper assets has been scuppered by Canadian minority shareholders, only nine percent of whom voted in favour of the plan.

DUBAI Royal Dutch Shell is fully committed to its gas joint venture in Iraq, after the energy major exited its oil assets in the OPEC country, and plans to boost its gas output there to 1.4 billion cubic feet (bcf) a day by 2020, a senior executive said.

The decision to scrap the plan was revealed alongside a proposal for a multi-national digital asset that would be issued by BRICS and EAEU countries.

Susi (as she's referred to by Indonesian publications) went on to relate that the bank plans for the virtual currency to be asset - backed, though reports on her statements do not name the assets that might be in consideration.

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.

Having an updated business valuation is a great asset if ever approached by buyers, brokers, or DSOs, as well as for family, tax, succession and estate planning purposes.

Franklin Templeton fund assets held in multiple Employer Sponsored Retirement Plans may be combined in order to qualify for sales charge breakpoints at the plan level if the plans are sponsored by the same emplPlans may be combined in order to qualify for sales charge breakpoints at the plan level if the plans are sponsored by the same emplplans are sponsored by the same employer.

There appears to have been an assumption that this disclosure is required, because these funds constitute «Designated Investment Alternatives,» a term defined by the applicable disclosure regulations as «an investment alternative designated by the plan into which participants and beneficiaries may direct the investment of assets held in, or contributed to, their individual accounts.»

Instead, they force sponsors to pay at least a portion of their 401 (k) admin fees from plan assets by limiting plan investment options to funds that pay them hidden 401 (k) fees like revenue sharing and / or annuity wrap fees.

Christopher M. Sulyma filed a lawsuit on behalf of two proposed classes of participants in the Intel 401 (k) Savings Plan and the Intel Retirement Contribution Plan, claiming that the defendants breached their fiduciary duties by investing a significant portion of the plans» assets in risky and high - cost hedge fund and private equity investments through custom - built target - date funds.

Sulyma brought six claims: claims I and III allege the Investment Committee defendants breached their fiduciary duties by over-allocating the assets of the 401 (k) Plan and Retirement Plan to hedge fund, private equity, and other alternative investments.

In July, Calpine's larger rival NRG Energy (NRG.N) had laid out plans to raise about $ 4 billion through asset sales and slash debt by $ 13 billion over the next six years.

This is expressed most directly in paragraph 156 of the complaint which argues that a «two percent annual flat fee on assets under management [as charged by an actively managed hedge fund seeking superior returns]... is not justified in the defined contribution plan context.»

The lawsuit claimed the defendants breached their fiduciary duties by investing a significant portion of the plans» assets in risky and high - cost hedge fund and private equity investments through custom - built target - date funds.

That adds credibility to the entrepreneur's plan to cut debt by flogging assets.

CoinList Capital serves as a non-discretionary Investment Adviser to its registered clients, by selecting and recommending token creators who are planning to offer digital assets or other related securities.

Eligible Fidelity retail accounts generally include those maintained by Fidelity Brokerage Services or held in Portfolio Advisory Services accounts [excluding assets maintained through Fidelity - recordkept retirement saving plans, such as 401 (k) and 403 (b) plan assets].

After seeking the guidance of a qualified attorney who is knowledgeable about relevant state laws to dividing assets, you can secure a comfortable retirement nest egg by working with a divorce financial planner to assess your retirement planning options and build a sound foundation for your late - in - life finances.

By comparison, the Investment Company Institute (ICI) reports that plans of all sizes pay an average of 1.29 % in fees, and that those fees decline as assets rise.

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.

Plaintiff Christopher M. Sulyma, on behalf of two proposed classes of participants in the Intel 401 (k) Savings Plan and the Intel Retirement Contribution Plan, claims that the defendants breached their fiduciary duties by investing a significant portion of the plans» assets in risky and high - cost hedge fund and private equity investments.

Under the 2017 Plan, a change in control is defined to include (1) the acquisition by any person or company of more than 50 % of the combined voting power of our then outstanding stock, (2) a merger, consolidation, or similar transaction in which our stockholders immediately before the transaction do not own, directly or indirectly, more than 50 % of the combined voting power of the surviving entity (or the parent of the surviving entity), (3) a sale, lease, exclusive license, or other disposition of all or substantially all of our assets other than to an entity more than 50 % of the combined voting power of which is owned by our stockholders, and (4) an unapproved change in the majority of the board of directors.

Review the investments offered by the plan and be sure that your asset allocation and the investments selected dovetail with your retirement goals and fit with your overall investment strategy including assets held outside of the plan.

If you want to do right by your business and by everyone who depends on its livelihood, create a disaster recovery and business continuity plan that protects your company assets as well as your employees, and gets your business back on its feet as soon as possible.

Outside the U.S., asset allocation decisions are typically made by an independent board of trustees for the specific plan.