Sentences with phrase «fee disclosure from»

Fiduciaries have also been demanding better fee disclosure from service providers, and this has resulted in lower fees.

The environment for fee disclosure from financial service providers is gradually improving.

Pay close attention to participant fee disclosures from your employer, as the U.S. Department of Labor requires companies to send this notification to 401 (k) savers on a quarterly basis.

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.

Pew wants more regulations to protect the people who use these cards — the sorts of things now required for checking accounts: clear disclosure of terms and fees, an easy way to track transactions, FDIC insurance and protection from unauthorized transactions.

This is a significant step up from regulators» previous efforts to improve the industry's disclosure of hidden or hard - to - understand charges on their statements, and it could at last move the needle on fees.

One sure - fire way to tell if your provider has raised the prices is to look at the fee disclosure and compare it to what you would pay if you bought the fund directly from the manager, Robbins said.

The SEC's focus on the average net IRR disclosures, which has not been previously reported, marks a new phase in the agency's efforts to regulate private equity and comes at a time when the industry is already under pressure from investors to simplify its fees and expenses structure.

Part V, as amended, requires that prior to an extension of credit, the plan must receive from the fiduciary written disclosure of (i) the rate of interest (or other fees) that will apply and (ii) the method of determining the balance upon which interest will be charged in the event that the fiduciary extends credit to avoid a failed purchase or sale of securities, as well as prior written disclosure of any changes to these terms.

And, because the Trump Organization is a privately held company, the actual structure of the deal remains unknown: Though Trump declared more than $ 5 million in revenue from the property on his most recent financial - disclosure forms, it's unclear whether that sum represents a flat fee or a percent of the hotel's revenue.

Bannon received more than $ 125,000 in consulting fees from Cambridge Analytica in 2016 and owned «membership units» in the company worth between $ 1 million and $ 5 million, according to his financial disclosure.

Many factors could cause BlackBerry's actual results, performance or achievements to differ materially from those expressed or implied by the forward - looking statements, including, without limitation: BlackBerry's ability to enhance its current products and services, or develop new products and services in a timely manner or at competitive prices, including risks related to new product introductions; risks related to BlackBerry's ability to mitigate the impact of the anticipated decline in BlackBerry's infrastructure access fees on its consolidated revenue by developing an integrated services and software offering; intense competition, rapid change and significant strategic alliances within BlackBerry's industry; BlackBerry's reliance on carrier partners and distributors; risks associated with BlackBerry's foreign operations, including risks related to recent political and economic developments in Venezuela and the impact of foreign currency restrictions; risks relating to network disruptions and other business interruptions, including costs, potential liabilities, lost revenues and reputational damage associated with service interruptions; risks related to BlackBerry's ability to implement and to realize the anticipated benefits of its CORE program; BlackBerry's ability to maintain or increase its cash balance; security risks; BlackBerry's ability to attract and retain key personnel; risks related to intellectual property rights; BlackBerry's ability to expand and manage BlackBerry (R) World (TM); risks related to the collection, storage, transmission, use and disclosure of confidential and personal information;

Many factors could cause BlackBerry's actual results, performance or achievements to differ materially from those expressed or implied by the forward - looking statements, including, without limitation: BlackBerry's ability to enhance its current products and services, or develop new products and services in a timely manner or at competitive prices, including risks related to new product introductions; risks related to BlackBerry's ability to mitigate the impact of the anticipated decline in BlackBerry's infrastructure access fees on its consolidated revenue by developing an integrated services and software offering; intense competition, rapid change and significant strategic alliances within BlackBerry's industry; BlackBerry's reliance on carrier partners and distributors; risks associated with BlackBerry's foreign operations, including risks related to recent political and economic developments in Venezuela and the impact of foreign currency restrictions; risks relating to network disruptions and other business interruptions, including costs, potential liabilities, lost revenues and reputational damage associated with service interruptions; risks related to BlackBerry's ability to implement and to realize the anticipated benefits of its CORE program; BlackBerry's ability to maintain or increase its cash balance; security risks; BlackBerry's ability to attract and retain key personnel; risks related to intellectual property rights; BlackBerry's ability to expand and manage BlackBerry ® World ™; risks related to the collection, storage, transmission, use and disclosure of confidential and personal information; BlackBerry's ability to manage inventory and asset risk; BlackBerry's reliance on suppliers of functional components for its products and risks relating to its supply chain; BlackBerry's ability to obtain rights to use software or components supplied by third parties; BlackBerry's ability to successfully maintain and enhance its brand; risks related to government regulations, including regulations relating to encryption technology; BlackBerry's ability to continue to adapt to recent board and management changes and headcount reductions; reliance on strategic alliances with third - party network infrastructure developers, software platform vendors and service platform vendors; BlackBerry's reliance on third - party manufacturers; potential defects and vulnerabilities in BlackBerry's products; risks related to litigation, including litigation claims arising from BlackBerry's practice of providing forward - looking guidance; potential charges relating to the impairment of intangible assets recorded on BlackBerry's balance sheet; risks as a result of actions of activist shareholders; government regulation of wireless spectrum and radio frequencies; risks related to economic and geopolitical conditions; risks associated with acquisitions; foreign exchange risks; and difficulties in forecasting BlackBerry's financial results given the rapid technological changes, evolving industry standards, intense competition and short product life cycles that characterize the wireless communications industry.

A former candidate for public office who failed to file required campaign disclosures or to pay assessed fees from a previous election

The speaker said he might have to file new state - disclosure forms revealing that he was reviving fees from Glenwood's limited - liability companies.

Percoco reported in his state financial disclosure filing for 2014 that he received up to $ 125,000 in non-campaign related consulting fees from two companies with big business before the state - Syracuse - area COR Development and CHA Consulting, an Albany - based engineering firm.

The latter reported receiving at least $ 50,000 in consulting fees from COR on his 2014 financial disclosure form while on leave from state government to run the governor's re-election campaign.

His 2016 financial - disclosure report reveals he received $ 1.65 million in contingency fees last year from a Manhattan personal - injury firm, Godosky and Gentile, even though he left the firm in December 2012 after his election to the House.

Financial disclosure statements from a former senior aide and campaign manager to Gov. Andrew M. Cuomo, currently at the center of an investigation involving improper lobbying and conflicts of interest, show that he earned at least $ 70,000 in consulting fees in 2014 from two entities that do business with the state.

Conflict of Interest Disclosures: Dr Alexander reports institutional research grants from Boehringer Ingelheim, Bristol - Myers Squibb, CSL Behring, Pfizer, Sanofi, Regado Biosciences, Tenax, and Vivus and consulting fees / honoraria from Bristol - Myers Squibb, CSL Behring, Daiichi Sankyo, GlaxoSmithKline, Janssen, Pfizer, Portola, Sohmalution, and Xoma.

Specifically, the new rule would: increase compensation for passengers involuntarily bumped from flights; allow passengers to make and cancel reservations within 24 hours without penalty; require full and prominently displayed disclosure of baggage fees as well as refunds and expense reimbursement when bags are not delivered on time; require fair price advertising; prohibit price increases after a ticket is purchased; and mandate timely notice of flight status changes.

However, our disclosures state that more than 3 withdrawals from a Money Market Account in a statement period can result in a fee and / or a lower interest rate.

While it appears they are trying to point in a consumer facing direction I'd like to see their code of ethics also require members to openly make disclosures about services available for free from the Department of Education and make fees and services apparent.

The Labor Department's fee disclosure rule requires retirement plan administrators to send quarterly statements showing the dollar amount of plan fees and expenses charged and deducted from individual accounts.

The figures correspond with disclosure from a number of State Street ETFs, which reportedly pay variable fees equal to 0.03 % of assets, some with break points at a certain scale.

The LE outlines fees associated with a new mortgage and combines information from other disclosures to provide valuable upfront information you should know about getting a new mortgage.

In addition, the initial TRID 2.0 rule did not address the «black hole» issue that prevented lenders from re-setting fee tolerances when a closing disclosure had been issued prematurely.

To examine the evolution of bank overdraft programs and their impact on consumers, Pew analyzed bank revenue information as reported to the Federal Deposit Insurance Corp. (FDIC) from 1984 to 2015, as well as fee schedules, account agreements, and supplemental disclosures of 44 of the nation's 50 largest banks.

The catalyst for a shift could well result from the coming disclosure of fees on 401 (k) plans.

We ensure all information obtained from you is electronically secure and all transactions are conducted with strict regulation regarding fees and APR disclosures.

Among other things, GAO analyzed disclosures from popular cards; obtained data on rates and fees paid on cardholder accounts from 6 large issuers; employed a usability consultant to analyze and test disclosures; interviewed a sample of consumers selected to represent a range of education and income levels; and analyzed academic and regulatory studies on bankruptcy and card issuer revenues.

They are designed to make it easier for plan sponsors to comply with new Department of Labor (DOL) fee disclosure regulations by separating mutual fund expenses from recordkeeping and other service - provider fees.

With great difficulty, after many years of obfuscation (translation: stonewalling, wailing and gnashing of teeth) from the financial industry, regulators are just now forcing partial investment fee disclosure in annual investor statements.

I think the real long - term impact of CRM II disclosures rests with something else: the subtle alchemy that comes from people comparing the advisory fees and the performance reporting simultaneously.

After reaping lots «more» hUge rewards like the 0.5 % you mentioned plus $ 25 for sign - up, Rogers Fido MCs provides not much else in cutting out card benefits, i.e., Rogers / Fido MC disadvantages along charging FX fees are missing consumer / travel protections like free roadside assistance, car rental CDW and purchase security insurances found on the Home Trust Preferred with «0 % Foreign Currency Conversion» disclosure, i.e., unlike almost all credit card issuers like Rogers / Fido, Home Trust charging «no Foreign Transaction fees» alone saves you all those initial fee costs from the start.

While litigators across the board, from the fast growing ranks of litigation - only firms to full service global players, remain busy for now, many point to dark clouds on the horizon as the twin spectres of higher court fees and ever increasing disclosure costs take hold.

Accordingly, the Parties each agree and acknowledge that any such violation or threatened violation may cause irreparable injury to the Disclosing Party and that, in addition to any other remedies that may be available, in law, in equity, or otherwise, the Disclosing Party shall be entitled (a) to seek injunctive relief against the threatened breach of this Agreement or the continuation of any such breach by the Receiving Party, without the necessity of proving actual damages, and (b) to be indemnified by the Receiving Party from any loss or harm, including but not limited to attorney's fees, arising out of or in connection with any breach or enforcement of the Receiving Party's obligations under this Agreement or the unauthorized use or disclosure of the Disclosing Party's Confidential Information.

«Whenever you're changing a contract or changing a fee, get advice from counsel to make sure the appropriate disclosure is made.»

Bannon received more than $ 125,000 in consulting fees from Cambridge Analytica in 2016 and owned «membership units» in the company worth between $ 1 million and $ 5 million, according to his financial disclosure.

The disclosure suggests that Bannon Strategic Advisors served as an umbrella company for receiving fees he earned from interests in other companies such as Breitbart News, Cambridge Analytica and Glittering Steel, a company that produced the documentary «Clinton Cash,» on which Ms. Mercer served as an executive producer, as well as ads for Republican candidates.

(see above) 4) Commission rates charged from one brokerage happened without disclosure that that one brokerage was charging another seller right that same night lower fees.

In all cases where a brokerage or licensee receives fees or payment for forms, such as the Form B or Form F, or payment for photocopies from someone other than the strata corporation, the obligation to make disclosure of remuneration is triggered.

The LE outlines fees associated with a new mortgage and combines information from other disclosures to provide valuable upfront information you should know about getting a new mortgage.

(8) To refrain from recommending, without proper disclosure, the use of another individual, organization or business entity in which the Licensee has an interest or from which the Licensee may receive a referral fee or other compensation.

They would allow housing finance agencies to charge recording fees and transfer taxes without losing their existing exemptions from disclosure requirements, extend the Know Before You Owe requirements to transactions involving cooperative units, and restore treatment of finance charges to the way they were treated prior to the Know Before You Owe changes.

Regarding licensed real estate professionals who are also in good standing under state requirements, the FTC says they will now be exempt from the «obligation to make disclosures and from the ban on collecting advance fees.»

In HUD's 2008 RESPA Final Rule, HUD predicted that removing itemization from the disclosures would relieve creditors from preparing lengthy lists of fees and addressing consumer questions about such fees.

The RESPA GFE disclosure requirements prohibit creditors and mortgage brokers from separately charging any fees for originating the loan that are in addition to the amounts included in Blocks 1 and 2.

The Bureau believed that the origination charges disclosed under proposed § 1026.38 (f)(1) would have implemented TILA section 128 (a)(18), as amended by Dodd - Frank Act section 1419, which requires disclosure of the aggregate amount of fees paid to the mortgage originator, the amount of those fees paid directly by the consumer, and any additional amount received by the originator from the creditor.

December 5, 2017 - Business License Fees November 28, 2017 - Queries From The Field November 21, 2017 - Taxes and Fees Audits November 14, 2017 - Closing Disclosures — Sharing with Real Estate Agents November 7, 2017 - Cyber Security October 31, 2017 - Caveat Emptor for the Seller's Agent October 24, 2017 - Caveat Emptor for the Buyer's Agent October 17, 2017 - How to File a Complaint with the Alabama Real Estate Commission (AREC) October 9, 2017 - Annual Convention Summary from Your Legal Helpdesk October 3, 2017 - REALTOR ® Submitted Questions September 25, 2017 - Earnest Money Issues September 18, 2017 - The Impact of Immigration on Real Estate September 12, 2017 - Q & A's Regarding Disaster Relief September 4, 2017 - Tips for Texting & Emailing Offers August 21, 2017 - Tips on Service and Companion AniFrom The Field November 21, 2017 - Taxes and Fees Audits November 14, 2017 - Closing Disclosures — Sharing with Real Estate Agents November 7, 2017 - Cyber Security October 31, 2017 - Caveat Emptor for the Seller's Agent October 24, 2017 - Caveat Emptor for the Buyer's Agent October 17, 2017 - How to File a Complaint with the Alabama Real Estate Commission (AREC) October 9, 2017 - Annual Convention Summary from Your Legal Helpdesk October 3, 2017 - REALTOR ® Submitted Questions September 25, 2017 - Earnest Money Issues September 18, 2017 - The Impact of Immigration on Real Estate September 12, 2017 - Q & A's Regarding Disaster Relief September 4, 2017 - Tips for Texting & Emailing Offers August 21, 2017 - Tips on Service and Companion Anifrom Your Legal Helpdesk October 3, 2017 - REALTOR ® Submitted Questions September 25, 2017 - Earnest Money Issues September 18, 2017 - The Impact of Immigration on Real Estate September 12, 2017 - Q & A's Regarding Disaster Relief September 4, 2017 - Tips for Texting & Emailing Offers August 21, 2017 - Tips on Service and Companion Animals