Sentences with phrase «investment plans require»

After all, properly executed investment plans require diligent supervision and attention.

Investment planning requires forecasting both.

The systematic investment plan requires an initial minimum deposit of only INR 250 on a monthly basis with flexible options.

Not exact matches

Moving that asset into a well - diversified investment portfolio, one that maximizes after - tax income while continuing to build wealth, requires ceding some control to experts, including, but not limited to, a financial advisor, a CPA and an estate - planning attorney.

Employers, ever wary about costs, are not required to make contributions to the plan, and the fact that investments are pooled should, in theory, result in low management fees for participants.

Lost jobs; a leaky classroom ceiling that required 21 buckets; and stapled textbooks rather than the usual hardcover — it's not just future retirees that will suffer if investment returns from state - sponsored pension plans continue on their downward trajectory.

Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.

For one thing, the overspending was hardly a surprise to the administration, which had approved the dean's plans for growth along with the investments required to increase the school's revenues and stature.

He said that makes it difficult to find new investments at a price that provide the returns that are required so the Canada Pension Plan can deliver on its commitments.

What kind of energy was required to turn on a dime and create a new approach to your product, or to let go of all the investment and attachment you had to your product's success and starting planning your next big thing?

But that form does not require Sanders to disclose the amount of savings or the kinds of investments he holds in his government retirement savings account, known as the Thrift Savings Plan — the well - regarded retirement plan, similar in many ways, to a private - sector 401 (k), that GOP hopeful Marco Rubio actually proposes opening up to other AmericPlan — the well - regarded retirement plan, similar in many ways, to a private - sector 401 (k), that GOP hopeful Marco Rubio actually proposes opening up to other Americplan, similar in many ways, to a private - sector 401 (k), that GOP hopeful Marco Rubio actually proposes opening up to other Americans.

Paragraph (c)(1) requires a disclosure to be provided by a person to an independent plan fiduciary in certain circumstances for them to be deemed not to be an investment advice fiduciary.

The business plan template will be of MC's design and include all the criteria he requires prior to initial investment.

Section IV (c) of PTE 84 - 24 requires investment company Principal Underwriters to obtain approval from an independent fiduciary and furnish the independent fiduciary with a written disclosure in order to receive commissions in conjunction with the purchase by a plan of securities issued by an investment company Principal Underwriter.

In addition to the Canada Pension Plan Account, there was a Canada Pension Plan Investment Fund that would take the surplus that accumulated over and above administration costs and the amount of money required to pay immediate benefits (i.e. three months» worth) and invest it in provincial and federal securities.

Creating and managing an investment portfolio in retirement requires some effort along with the discipline to stay on plan even during volatile markets.

Those investments, and the jobs that follow, require an environment of regulatory predictability to allow business to plan and invest with confidence.

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 accounInvestment 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 accouninvestment alternative designated by the plan into which participants and beneficiaries may direct the investment of assets held in, or contributed to, their individual accouninvestment of assets held in, or contributed to, their individual accounts.»

The Betterment Premium plan requires a minimum investment of $ 100,000 and charges a fee of 0.40 %.

It requires very little to establish a foreign residency in many countries other than a bit of advanced planning and perhaps a small investment.

Despite pushback from the Investment Company Institute on its plan, California moved ahead with its «Secure Choice» plan, which would require employers that have elected not to offer their own retirement plans to automatically enroll workers in payroll - deduction IRAs.

When considering rolling over assets from an employer plan to an IRA, factors that should be considered and compared between the employer plan and the IRA include fees and expenses, services offered, investment options, when penalty free withdrawals are available, treatment of employer stock, when required minimum distributions begin and protection of assets from creditors and bankruptcy.

Even a 401 (k) rollover into an IRA — which would require exemption from the fiduciary rule using a Best Interest Contract Exemption (BICE) because it's expected to cost more than the 401 (k) plan — can improve the quality of a client's investments if the client couldn't access that asset in his or her 401 (k) plan, said Joe Taiber, managing partner at Taiber, Kosmala & Associates.

«When we filed for creditor protection, we announced that in order to proceed with the recapitalization plan, we would require a new Canadian equity investment of at least $ 65 million,» Canwest spokesman John Douglas said.

Investment decisions require longer time - frames and planning than is the case for electoral cycles.

New required disclosures about the costs of the plan and the underlying investments were introduced in 2012 and are a good start.

Second, White focused on the SEC's plan to improve its grasp of portfolio composition risks and operational risks by: requiring better data reporting and risk controls, particularly with respect to derivatives; mandating that investment advisers create transition plans to prepare for major business disruptions; and requiring large investment advisers and funds to submit to annual stress testing.

Members are required to contribute 0.75 percent more of their salary in years when the actual investment returns on the pension plan are 1 percent or more below the assumed rate of return.

The planned increase in telephone lines within the Third World for the next five years will require some $ 200 billion in investments.

The expansion project was planned to be implemented in phases over a period of four years and estimated to require an investment of around $ 120m, funded from local debt and finance from sales.

Kerry Sharp, Head of the Scottish Investment Bank, said: «Having supported Bellfield via our Financial Readiness service, it is great to see the business raising the funds required to implement its business plan.

A few of Paltrow's recipes require a Vitamix (a very big investment for anyone who does not plan to use it regularly) as well a far less expensive tools like a Matcha whisk ($ 9) and a Spiralizer (as inexpensive as $ 15).

Home birth for many families is a financial investment that requires planning and sacrifice.

Continuing to breastfeed after returning to work requires planning and time, but is well worth the investment.

The final bill also requires that, by June 30, 2016, the Empire State Development Corp. (ESDC) submit a report «detailing: (a) the total amount of public funds committed by this program annually; (b) total amount of private funds committed annually and, if applicable, the amount of such funds that has been invested by such parties; (c) the location of each area receiving investments under this program and the goals for each such area; (d) planned future investments by both public and private parties; and (e) such other information as the corporation deems necessary.»

All healthcare organisations should be required to prioritise diabetes care in their local plans with ring - fenced resources ensuring investment to meet the standards set in the National Diabetes Frameworks..

The bill requires priority be given to public libraries and educational opportunity centers, and mandate a report on where investments have fallen or are being planned by June of 2016.

Now that the award is official, Plattsburgh will be required to build a strategic investment plan.

«While the inclusionary program, which requires private developers to build developments with 20 percent affordable units, will generate of thousands of units, the biggest piece of the plan will be investments in existing affordable housing buildings and insuring people are able to stay there for the long term,» Cestero said.

The beauty of the plan is that it allows everyday Americans to encourage cleaner, greener energy with a minimum investment and a guaranteed return — without requiring any direct budgetary allocations or expenditures by the federal government.

What they learn may help plan observations of smaller, potentially rocky and more Earth - like worlds that would require heftier investments of Webb's limited time.

Energy R&D Investment It is sobering to note that true solutions to the carbon problem will require massive deployment of new energy systems that emit little or no carbon and yet are reasonably competitive with current methods [see «A Plan to Keep Carbon in Check,» by Robert H. Socolow and Stephen W. Pacala; Scientific American; September 2006].

Because no emissions cuts would be required until 2020, it may be hard to show an «immediate» threat; states and power companies will argue the industry has to plan capital investments well in advance.

Setting Priorities: The transition to «climate smart» land management practices, including for example low - emissions agriculture, agroforestry and the restoration of high carbon - value ecosystems, such as forests and peatlands, will require sectoral coordination and investments in integrated land use planning.

The fact is, while online dating certainly makes meeting the love of your life a great deal easier, it still requires effort, planning and an investment of both time and money.

You may have several goals and require a comprehensive financial plan to cover finances, such as home loans and investments.

While procedures, documents, and communication require thoughtful planning and significant time investment, attitudes, and behaviors pose the greatest challenges, because these changes require your employees, themselves, to change.

School trips demand more than just financial investment from parents, they require the investment of teachers» time and energy to ensure that every aspect is carefully planned from start to finish.

An effective deployment of blended learning requires an investment of time, resources, and training, but Catholic schools with small administrative teams struggle to research blended learning best practices and plan an effective implementation.

This effort will require state - level planning and significant public investments.