Not exact matches
Advisers who presently are fiduciaries may be especially likely to fully satisfy the PTEs» Impartial Conduct Standards before January 1, 2018, in the ERISA - plan context, because advisers who
make recommendations to plans and plan participants regarding plan
assets, including recommendations on rollovers or
distributions of plan
assets, are already subject to standards
of prudence and loyalty under ERISA and a violation
of the Impartial Conduct Standards would be subject to claims for civil liability under ERISA.
Coupled with a lack
of distributions from their existing private equity and real
assets portfolios, many
of these investors were left with disproportionately outsized remaining commitments to, and invested capital in, a number
of investment funds, which significantly limited their ability to
make new commitments to third - party managed investment funds such as those advised by us.
Certain factors, such as the performance
of the stock market, the pace
of distributions from our funds and from the funds
of other
asset managers or the
asset allocation rules or regulations or investment policies to which such third - party investors are subject, could inhibit or restrict the ability
of third - party investors to
make investments in our investment funds.
We expect that the New Credit Facility will contain a number
of covenants that, among other things, restrict SSE Holdings» ability to, subject to specified exceptions, incur additional debt; incur additional liens and contingent liabilities; sell or dispose
of assets; merge with or acquire other companies; liquidate or dissolve itself, engage in businesses that are not in a related line
of business;
make loans, advances or guarantees; pay dividends or
make other
distributions (with certain exceptions, including tax
distributions and repurchases
of management equity); engage in transactions with affiliates; and
make investments.
If any Shares remain outstanding after the date
of termination, the Trustee thereafter shall discontinue the registration
of transfers
of Shares, shall not
make any
distributions to Shareholders, and shall not give any further notices or perform any further acts under the Trust Agreement, except that the Trustee will continue to collect
distributions pertaining to Trust
assets and hold the same uninvested and without liability for interest, pay the Trust's expenses and sell Bitcoins as necessary to meet those expenses and will continue to deliver Trust
assets, together with any
distributions received with respect thereto and the net proceeds
of the sale
of any other property, in exchange for Shares surrendered to the Trustee (after deducting or upon payment
of, in each case, the fee to the Trustee for the surrender
of Shares, any expenses for the account
of the Shareholders in accordance with the terms and conditions
of the Trust Agreement, and any applicable taxes or other governmental charges).
The behemoth generating structure
of La Liga's
distribution of revenue
makes it all the more important for the lesser teams to generate their own profits, and perform in the market with the sale
of their
assets.
Upon dissolution or winding up
of said corporation's affairs, whether voluntary or involuntary, all
of its
assets then remaining in the hands
of the board
of directors shall, after paying or
making provision for payment
of all
of said corporation's liabilities, be distributed, transferred, conveyed, delivered, and paid over only to educational, scientific, literary, or charitable organizations that are exempt from federal income tax under section 501 (c)(3)
of the Internal Revenue Code
of 1986, as amended, and which are not private foundations within the meaning
of section 509 (a)
of the Internal Revenue Code
of 1986, as amended, on whatever terms and conditions and in whatever amounts the board
of directors may determine, for use exclusively for educational, scientific, literary, or charitable purposes, except that no
distribution shall be
made to organizations testing for public safety.
No part
of the
assets or net earnings
of said corporation, current or accumulated, shall inure to the benefit
of or be distributable as dividends or otherwise to the directors, officers, or employees
of said corporation or to other private persons, except that said corporation is authorized and empowered to pay reasonable compensation for services actually rendered and to
make payments and
distributions to further its charitable, scientific, literary, and educational purposes.
The Joyce Foundation will
make approximately $ 50 million in charitable
distributions in 2018, from total
assets of $ 1 billion.
When a mutual fund
makes a capital gain or dividend
distribution, the net
asset value (NAV) drops by the amount
of the
distribution.
According to Tom Bradley, «Direct
distribution makes up 20 per cent
of the fund market in the U.S., with Vanguard, Fidelity, T. Rowe Price and a few others having substantial
assets under management.»
Once you
make a nondeductible contribution to a Traditional IRA or rollover after - tax amounts, any
distributions taken from the IRA will include a prorated amount
of pre-tax and post-tax
assets.
As
of right now, after the special dividend, there is a high risk that the remaining
assets are used to chase after aquisitions instead
of making more
distributions to shareholders.
If I transfer
assets out
of the Plan and into an IRA I understand that: (i) those
assets will no longer be subject to the protections
of ERISA, (ii) I alone will be
making investment decisions about those
assets and will not be able to rely on the plan sponsor or any other person with ERISA fiduciary responsibilities, (iii) depending on the investments and services selected for the IRA, I may pay more in transaction costs than when the
assets are in the Plan, and (iv) if I am between the age
of 55 and 59.5, I would lose the ability to potentially take penalty - free withdrawals from the plan, (v) if I continue working past age 70.5 and transferred my plan
assets to my new employer's plan, I would not be subject to required minimum
distribution, and (iv) if I hold appreciated company stock, I understand any potential tax benefits that may have been available to me (e.g. net unrealized appreciation).
This structure typically reduces the cost and tracking error * associated with replicating an index and increases tax efficiency • Tax efficient: HTH is not expected to
make taxable
distributions • Hedged exposure: Get Canadian currency - hedged ** exposure to the US 7 - 10 year treasury market • Higher compound growth: The reinvestment
of index
distributions are reflected in HTH's Net
Asset Value («NAV»)
While your will determines the
distribution of assets that are part
of your estate, life insurance proceeds bypass this procedure and are
made available directly to your beneficiaries.
Direct
distribution makes up 20 per cent
of the fund market in the U.S., with Vanguard, Fidelity, T. Rowe Price and a few others having substantial
assets under management.
Once you
make a nondeductible contribution or roll over after - tax amounts to any
of your Traditional, SEP or SIMPLE IRA, any subsequent
distributions from any
of your Traditional, SEP or SIMPLE IRAs will include a prorated amount
of pretax and post-tax
assets, as these IRAs are aggregated for the purposes
of determining the taxable amount
of any
distributions.
Such
distributions may be
made from the cash
assets of the Fund or by liquidation
of portfolio securities, if necessary (including when it is not advantageous to do so).
The press release
made no mention
of any
assets (intellectual or otherwise) to be disposed
of by the company after the initial cash
distribution, though I expect further information will be forthcoming in the shareholder proxy material.
The
distribution follows the final settlement
of the sale
of Aspen's California oil and gas
assets to Venoco, Inc., at which the parties
made a number
of immaterial adjustments to the purchase price paid at the June 30, 2009 closing, and
made certain other payments that were not determined until after the closing.
We do not intend to
make any further
distributions until after we sell, liquidate or otherwise dispose
of our remaining non-cash
assets, consisting primarily
of our RenovaTM Cortical Stimulation System and related intellectual property, and pay or otherwise
make reasonable provision for the payment
of claims against and obligations
of Northstar.
Moreover, if the Company's stockholders approve the Plan
of Liquidation, the Company intends to file a certificate
of dissolution, delist its shares from NASDAQ, sell and monetize its non-cash
assets, satisfy or settle its remaining liabilities and obligations, including any contingent liabilities and claims, terminate its remaining employees throughout the wind down period, and
make one or more
distributions to its stockholders
of cash available for
distribution.
ETFs can take advantage
of their two - tier structure (market makers create and redeem shares in exchange for the underlying
assets, then sell / buy those shares to / from you) to essentially eliminate «capital gains
distributions» (those pesky annual payouts that a fund is required to
make when it sells its underlying
assets at a profit as part
of share redemption or
asset rebalancing).
When the Premier
made her announcement about reducing hydro bills, she also claimed «Decades
of under - investment in the electricity system by governments
of all stripes resulted in the need to invest more than $ 50 billion in generation, transmission and
distribution assets to ensure the system is clean and reliable.»
Trustee: the person or entity who manages the trust
assets and
makes distributions to the beneficiaries in accordance with the terms
of the trust.
In a divorce, a spouse with a lot
of wealth may try to hide
assets in order to
make their income appear lower than it is, and so that these
assets will not be a part
of the Tennessee equitable
distribution award.
If adopted, the proposed amendments would create an exemption for resales
of shares
of non-reporting issuers if, among other things, the trade is
made to a person or on a market outside Canada and if at the time
of the original
distribution the issuer was a «foreign issuer» (essentially an entity organized under foreign laws that does not have its head office or a majority
of its
assets in Canada or for which Canadian residents are a majority
of the board or the executive suite).
In December 2011, Partner Jay Rice obtained a unanimous New Jersey Supreme Court decision in Tannen v. Tannen protecting the rights
of the Trustee to control their decision
making over
distributions of Trust
assets.
Make sure that your family is taken care
of by outlining your wishes for the
distribution of your
assets and guardianship
of your children in a Last Will and Testament.
Make sure that your family is taken care
of by outlining your wishes for the
distribution of your
assets and guardianship
of your children in a
Remaining
assets: Trust
assets that remain after paying debts and expenses
of the trust and
making the specific
distributions as specified in the trust.
If a presumption
of resulting trust is found, the property would
make up part
of the estate's
assets for
distribution.
It said executors can be held responsible for errors
made in the
distribution of assets, can face legal claims from beneficiaries and can be forced to compensate the beneficiary out
of their own pocket.
These guidelines may include the timing and method for
distribution of trust
assets, types
of investments that can be
made within the trust and naming successor trustees.
While your will determines the
distribution of assets that are part
of your estate, life insurance proceeds bypass this procedure and are
made available directly to your beneficiaries.
As such, you should both enter into divorce settlement talks in good faith and
make an honest attempt to reach an agreement on central issues like
distribution of marital
assets and time - sharing arrangements for your children.
Many people entering into a second marriage choose to sign a prenuptial agreement to
make sure they maintain complete control over the
distribution of their premarital
assets, especially if they have children from a previous marriage.
Instead
of battling over the division
of marital
assets, the parties to a collaborative divorce may hire an accountant, financial planner or other consultant to review the marital estate and
make recommendations regarding the equitable
distribution of debts and
assets.
Further, there is oftentimes a neutral financial professional who streamlines the process
of ensuring that each spouse can
make an informed decision on financial matters, provides options on support and
distribution of assets and debts that are specifically tailored for the family's needs, and helps ensure that both spouses are on firmer financial footing once the divorce is finalized.
By working with a divorce mediator (especially one that has a financial background like myself) we can help you and your spouse come to a fair and equitable
distribution of your marital
assets that works for both
of you now and in the future by
making sure each
of you has a combination
of assets that meets your short and long term needs.
In
making an equitable apportionment
of marital property, the family court must give weight in such proportion as it finds appropriate to all
of the following factors: (1) the duration
of the marriage along with the ages
of the parties at the time
of the marriage and at the time
of the divorce; (2) marital misconduct or fault
of either or both parties, if the misconduct affects or has affected the economic circumstances
of the parties or contributed to the breakup
of the marriage; (3) the value
of the marital property and the contribution
of each spouse to the acquisition, preservation, depreciation, or appreciation in value
of the marital property, including the contribution
of the spouse as homemaker; (4) the income
of each spouse, the earning potential
of each spouse, and the opportunity for future acquisition
of capital
assets; (5) the health, both physical and emotional,
of each spouse; (6) either spouse's need for additional training or education in order to achieve that spouse's income potential; (7) the non marital property
of each spouse; (8) the existence or nonexistence
of vested retirement benefits for each or either spouse; (9) whether separate maintenance or alimony has been awarded; (10) the desirability
of awarding the family home as part
of equitable
distribution or the right to live therein for reasonable periods to the spouse having custody
of any children; (11) the tax consequences to each or either party as a result
of equitable apportionment; (12) the existence and extent
of any prior support obligations; (13) liens and any other encumbrances upon the marital property and any other existing debts; (14) child custody arrangements and obligations at the time
of the entry
of the order; and (15) such other relevant factors as the trial court shall expressly enumerate in its order.
«By
making strategic
asset sales and redeploying proceeds into Class A West Coast office properties over the last several years,» Schugart continued, «we've been able to add to the overall quality and concentration
of our portfolio, sustain attractive
distributions to investors, and increase our net
asset value per share.»