Sentences with phrase «included as an investment option»

Generally, the sales charge on a load mutual fund is waived if such a fund is included as an investment option in a retirement plan such as a 401 (k).

Not exact matches

Targeting infrastructure dollars to clean energy (p. 122 and 149): Last fall, the government included clean energy as potential investments under its $ 21 - billion, 11 - year green infrastructure fund — but the list of other options for those dollars was long.

It does not discuss all aspects of U.S. federal income taxation that may be relevant to particular holders in light of their particular circumstances or to holders subject to special rules under the Code (including, but not limited to, insurance companies, tax - exempt organizations, financial institutions, broker - dealers, partners in partnerships (or entities or arrangements treated as partnerships for U.S. federal income tax purposes) that hold HP Co. common stock, pass - through entities (or investors therein), traders in securities who elect to apply a mark - to - market method of accounting, stockholders who hold HP Co. common stock as part of a «hedge,» «straddle,» «conversion,» «synthetic security,» «integrated investment» or «constructive sale transaction,» individuals who receive HP Co. or Hewlett Packard Enterprise common stock upon the exercise of employee stock options or otherwise as compensation, holders who are liable for the alternative minimum tax or any holders who actually or constructively own 5 % or more of HP Co. common stock).

-- Fast and easy withdrawals (in as little as one hour)-- Accepts many different types of payments including Paypal — Low initial investments for trading — Extensive trading options — Multiple account options — Available in multiple languages

This is evident in a number of developments, including: increased demand for higher - risk assets; the increase in «carry trades» — a form of gearing where funds are borrowed short - term at low interest rates and invested in higher - yielding assets, often in other countries; growth in alternative investment vehicles such as hedge funds; and growth in alternative investment strategies such as selling embedded options (see Box A).

Having said this, new features are being developed in the relatively new world of Binary options and these include novel investments such as «range» and «touch» options which may favour longer term swing - trade strategies.

Gawker Media has hired an investment banker to explore strategic options including a potential sale, according to a person familiar with the matter, as the digital media company fights a costly legal battle with professional wrestler Hulk Hogan.

In terms of what QE could include, as well as purchases of member states» sovereign and corporate debt, other options might include supranational institutions such as the European Investment Bank.

Time for some brutal honesty... this team, as it stands, is in no better position to compete next season than they were 12 months ago, minus the fact that some fans have been easily snowed by the acquisition of Lacazette, the free transfer LB and the release of Sanogo... if you look at the facts carefully you will see a team that still has far more questions than answers... to better show what I mean by this statement I will briefly discuss the current state of affairs on a position - by - position basis... in goal we have 4 potential candidates, but in reality we have only 1 option with any real future and somehow he's the only one we have actively tried to get rid of for years because he and his father were a little too involved on social media and he got caught smoking (funny how people still defend Wiltshire under the same and far worse circumstances)... you would think we would want to keep any goaltender that Juventus had interest in, as they seem to have a pretty good history when it comes to that position... as far as the defenders on our current roster there are only a few individuals whom have the skill and / or youth worthy of our time and / or investment, as such we should get rid of anyone who doesn't meet those simple requirements, which means we should get rid of DeBouchy, Gibbs, Gabriel, Mertz and loan out Chambers to see if last seasons foray with Middlesborough was an anomaly or a prediction of things to come... some fans have lamented wildly about the return of Mertz to the starting lineup due to his FA Cup performance but these sort of pie in the sky meanderings are indicative of what's wrong with this club and it's wishy - washy fan - base... in addition to these moves the club should aggressively pursue the acquisition of dominant and mobile CB to stabilize an all too fragile defensive group that has self - destructed on numerous occasions over the past 5 seasons... moving forward and building on our need to re-establish our once dominant presence throughout the middle of the park we need to target a CDM then do whatever it takes to get that player into the fold without any of the usual nickel and diming we have become famous for (this kind of ruthless haggling has cost us numerous special players and certainly can't help make the player in question feel good about the way their future potential employer feels about them)... in order for us to become dominant again we need to be strong up the middle again from Goalkeeper to CB to DM to ACM to striker, like we did in our most glorious years before and during Wenger's reign... with this in mind, if we want Ozil to be that dominant attacking midfielder we can't keep leaving him exposed to constant ridicule about his lack of defensive prowess and provide him with the proper players in the final third... he was never a good defensive player in Real or with the German National squad and they certainly didn't suffer as a result of his presence on the pitch... as for the rest of the midfield the blame falls squarely in the hands of Wenger and Gazidis, the fact that Ramsey, Ox, Sanchez and even Ozil were allowed to regularly start when none of the aforementioned had more than a year left under contract is criminal for a club of this size and financial might... the fact that we could find money for Walcott and Xhaka, who weren't even guaranteed starters, means that our whole business model needs a complete overhaul... for me it's time to get rid of some serious deadweight, even if it means selling them below what you believe their market value is just to simply right this ship and change the stagnant culture that currently exists... this means saying goodbye to Wiltshire, Elneny, Carzola, Walcott and Ramsey... everyone, minus Elneny, have spent just as much time on the training table as on the field of play, which would be manageable if they weren't so inconsistent from a performance standpoint (excluding Carzola, who is like the recent version of Rosicky — too bad, both will be deeply missed)... in their places we need to bring in some proven performers with no history of injuries... up front, although I do like the possibilities that a player like Lacazette presents, the fact that we had to wait so many years to acquire some true quality at the striker position falls once again squarely at the feet of Wenger... this issue highlights the ultimate scam being perpetrated by this club since the arrival of Kroenke: pretend your a small market club when it comes to making purchases but milk your fans like a big market club when it comes to ticket prices and merchandising... I believe the reason why Wenger hasn't pursued someone of Henry's quality, minus a fairly inexpensive RVP, was that he knew that they would demand players of a similar ilk to be brought on board and that wasn't possible when the business model was that of a «selling» club... does it really make sense that we could only make a cheeky bid for Suarez, or that we couldn't get Higuain over the line when he was being offered up for half the price he eventually went to Juve for, or that we've only paid any interest to strikers who were clearly not going to press their current teams to let them go to Arsenal like Benzema or Cavani... just part of the facade that finally came crashing down when Sanchez finally called their bluff... the fact remains that no one wants to win more than Sanchez, including Wenger, and although I don't agree with everything that he has done off the field, I would much rather have Alexis front and center than a manager who has clearly bought into the Kroenke model in large part due to the fact that his enormous ego suggests that only he could accomplish great things without breaking the bank... unfortunately that isn't possible anymore as the game has changed quite dramatically in the last 15 years, which has left a largely complacent and complicit Wenger on the outside looking in... so don't blame those players who demanded more and were left wanting... don't blame those fans who have tried desperately to raise awareness for several years when cracks began to appear... place the blame at the feet of those who were well aware all along of the potential pitfalls of just such a plan but continued to follow it even when it was no longer a financial necessity, like it ever really was...

The Resource Tracking for HIV Prevention R&D Working Group (RTWG), led by AVAC, in partnership with the International AIDS Vaccine Initiative and UNAIDS tracks trends in R&D investments and expenditures for biomedical HIV prevention options, including AIDS vaccines, microbicides, multipurpose prevention technologies, pre-exposure prophylaxis (PrEP), treatment as prevention, medical male circumcision, female condoms, HSV - 2 vaccines, HIV cure and therapeutic vaccines.

Include, as part of the selection process, activities for evaluating other options (eg shared services, investment in existing HR capability) to ensure that outsourcing is indeed the best option.

We provide: • Retirement Services, such as plan rollover options, ** traditional and Roth IRAs, and small business plans • Financial Management, including financial planning, asset and debt management, and estate planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and social security

On the other hand, a variable annuity, which may include investments in more risky options such as mutual funds, IS considered a security and requires a much higher degree of regulation.

Choose from a variety of investments that fit your timeline and investment goals, including an easy, all - in - one option like the age - based investments that automatically change as your child ages.

There are 11 investment options available in the Client Direct Series, including 9 managed by BlackRock, as well as the Principal Plus Portfolio and the NextGen Savings Portfolio:

Specific strategies for reducing or «hedging» market exposure may include buying put options on individual stocks or stock indices, writing covered call options on stocks which the Fund owns or call options on stock indices, or establishing short futures positions or option combinations (such as simultaneously writing call options and purchasing put options) on one or more stock indices considered by the investment manager to be correlated with the Fund's portfolio.

The fund may invest in securities issued by domestic or foreign companies; in fixed - income securities that are investment grade and below investment grade, but limits its investments in below - investment - grade securities to no more than 10 % of its net assets; may include real estate investment trusts, investments that provide exposure to commodities (such as ETFs or natural resources companies), and derivatives, including futures and options.

All plans must include a target fund option, which gradually shifts from stocks to fixed income investments as the participants get closer to retirement.

If you dig deeper you'll also find that XTR holds only plain - vanilla stock and bond funds, while ZIM includes some more exotic investments such as floating - rate notes, emerging market bonds and a couple of ETFs that write call and put options on their underlying stocks to generate more income.

The MI 529 Advisor Plan provides a variety of professionally managed investment portfolios to choose from including age - based options that automatically change as the beneficiary grows up.

Subject to the rules and regulations of the Banks and the FDIC to each account owner, money in the FDIC - insured accounts will retain its value, whether in the FDIC - Insured investment option or when allocated to another investment option that has FDIC - insured accounts included as an underlying investment.

Japan's financial watchdog, the Financial Services Agency (FSA), included on Wednesday into its alert list binary options brokers LFG Investment, trading as OptionRally, and WorldOptionner Management Office and BizOption Management Office, trading as Bizoption and Worldoption, respectively.

Investment options include single - sector options such as cash, bonds, property and shares, or multi-sector options such as conservative, balanced, growth or high growth.

As a commodity, gold offers a number of benefits over other investment classes, including deeper market liquidity, greater leverage, and the option for physical delivery on the contract, among others.

But a few options include well - known firms such as Vanguard, Fidelity Investments, and Charles Schwab.

It may invest in certain higher risk investments such as derivative instruments, including, but not limited to, put and call options.

Alternative investments are speculative, subject to high return volatility and involve a high degree of risk including, but not limited to, the risks associated with leverage, derivative instruments such as options and futures, distressed securities, may be illiquid on a long term basis and short sales.

«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.

Most 401 (k) plans in the sample that have a mutual fund trustee adopt an open architecture, whereby investment options include not only funds from the trustee's family but from other mutual fund families as well.

SIPC covers most types of securities, such as stocks, bonds, mutual fund shares and variable annuities, but it does not cover commodities (including commodity futures contracts and options), fixed annuity contracts, currency or investment contracts (such as limited partnerships) that are not registered with the SEC under the Securities Act of 1933.

This is why plan sponsors can benefit from a targeted, holistic approach to educating employees around key aspects of their retirement plans, including annuities as investment options.

Your expanded direct deposit options include IRA accounts, Archer Medical Savings Accounts, Coverdell Education Savings Accounts and TreasuryDirect online accounts as well as other types of investment or brokerage accounts.

Typically a wider range of investment options, including mutual funds and ETFs (exchange - traded funds) as well as individual stocks, CDs (certificates of deposit), and bonds.

I also haven't included $ 100 M of option value (related to Newcastle, etc.) in my cash & investments — this should be realized as incentive income / cash in due course.

In the end, adding a permanent life insurance policy to your investment portfolio can be a good option to help mitigate the risk of early death as well as build some cash value that can be used for a variety of purposes, including retirement income, but it should never be used as your only method of investment planning.

It noted that many retirement savings systems - including the UK's National Employment Savings Trust, Chile, Hong Kong, and many 401k funds in the US - adopt a life - cycle investment approach as the default investment option of their members.

The MI 529 Advisor Plan provides a variety of professionally managed investments to choose from including age - based options that automatically change as the beneficiary ages.

The Ferguson Plan did include several investment options that were made available to plan participants as alternatives to the higher - cost actively - managed mutual funds, including a Vanguard Institutional Index Fund, a Group Fixed Annuity option and a Prudential Stable Value option.

If you want to use a cash - value life insurance policy as an investment tool, you have options beyond whole life insurance, including variable life insurance and indexed universal life insurance.

To be treated as a regulated investment company under Subchapter M of the Code, a Fund must also (a) derive at least 90 % of its gross income from dividends, interest, payments with respect to securities loans, net income from certain publicly traded partnerships and gains from the sale or other disposition of securities or foreign currencies, or other income (including, but not limited to, gains from options, futures or forward contracts) derived with respect to the business of investing in such securities or currencies, and (b) diversify its holdings so that, at the end of each fiscal quarter, (i) at least 50 % of the market value of a Fund's assets is represented by cash, U.S. government

Alaska USA Financial Planning and Investment Services offers employer sponsored retirement account options to fit an organization's goals including 401 (k) and 403 (b) plans, as well as Simplified Employee Pension Plans and more.

As Garth Friesen of Forbes mentions, one of TD Ameritrade's biggest strengths is its numerous options for investments, including commission - free ETFs.

Mutual funds (including ETFs) outside of the HSBC Fund family are also offered as options in the Managed Products and are advised by investment managers unaffiliated with HSBC Securities (USA) Inc., who also receive a fee for their investment services.

Choices may include options such as international investments, which are investments made entirely outside the US and balanced funds, which try to provide a mix of both safety and modest returns.

Other types of investments include precious metals, real estate, collectibles, commodities and financial contracts such as futures and options.

ScholarShare provides a variety of professionally managed investment portfolios to choose from including age - based options that automatically change as the beneficiary grows up.

Other policy options could also be suggested, including: strengthening education level of farmers, facilitating cheap technologies, spurring irrigation investment through public - private partner, and supporting the land reform such as farmers» cooperation in large - scale production.

Other topics covered during the meeting included options to reform the European Emissions Trading System (ETS) to ensure strong signals are in place to incentivise energy investment and the need to foster multilateral technology cooperation through initiatives such as Mission Innovation.

Those options could include direct investment or some kind of financial backstop to the project, as the Alberta government says it's prepared to make, or withholding discretionary federal spending from British Columbia to punish the provincial NDP government for delaying its own permits and threatening more court challenges to the project.

Other features include the ability to increase or decrease the death benefit as the insured's needs change; the ability to change the amount and / or the timing of the premium payment; and the ability to choose which investment options may be able to help the policy holder to meet best his or her retirement income needs the best.