My perspective is narrow owing to imminent retirement and balancing the peculiarities of db pensions against
other pension assets.
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.
significant changes in discount rates, rates of return on
pension assets, mortality tables and
other factors could adversely affect our earnings and equity and increase our
pension funding requirements;
The company has applied ASU 2017 - 07 retrospectively for the presentation of the service cost component and the
other components of net periodic
pension cost and net periodic postretirement benefit cost and prospectively for the capitalization of the service cost component of net periodic
pension cost and net periodic postretirement benefit in
assets.
Bond investors like mutual funds and
pension funds hope to buy securities with comparatively higher yields than
other asset - backed debt that could also provide diversification benefits.
SHANGHAI, March 21 - Global
asset managers are lobbying Beijing to offer tax benefits and
other incentives to entice China's aging population to invest in mutual funds for their retirement, as funds eye a multi-trillion dollar opportunity in commercial
pensions.
True, on the financial disclosure forms Sanders released after announcing his entrance into the presidential race, he lists no
assets of his own,
other than a $ 5,000 annual
pension payment from his stint as mayor of Burlington, Vt..
Other Post-Retirement, Net represents the other components of net periodic pension costs not classified as Service Costs, Interest Costs, Expected Return on Plan Assets, Actuarial Gains \ Losses, Amortization of Unrecognized Prior Service Costs, Settlements, Curtailments, or Transition C
Other Post-Retirement, Net represents the
other components of net periodic pension costs not classified as Service Costs, Interest Costs, Expected Return on Plan Assets, Actuarial Gains \ Losses, Amortization of Unrecognized Prior Service Costs, Settlements, Curtailments, or Transition C
other components of net periodic
pension costs not classified as Service Costs, Interest Costs, Expected Return on Plan
Assets, Actuarial Gains \ Losses, Amortization of Unrecognized Prior Service Costs, Settlements, Curtailments, or Transition Costs.
In
other cases, however, the removal of
pension assets can significantly alter a company's ROIC.
Prior to joining the University in 1999, Mr. Lundberg held several positions with Ameritech's investment office, which was charged with overseeing $ 22 billion in
pension and
other plan
assets.
Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, increased competition; the Company's ability to maintain, extend and expand its reputation and brand image; the Company's ability to differentiate its products from
other brands; the consolidation of retail customers; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share, or add products; an impairment of the carrying value of goodwill or
other indefinite - lived intangible
assets; volatility in commodity, energy and
other input costs; changes in the Company's management team or
other key personnel; the Company's inability to realize the anticipated benefits from the Company's cost savings initiatives; changes in relationships with significant customers and suppliers; execution of the Company's international expansion strategy; changes in laws and regulations; legal claims or
other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; failure to successfully integrate the Company; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the nations in which the Company operates; the volatility of capital markets; increased
pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives that the Company uses; exchange rate fluctuations; disruptions in information technology networks and systems; the Company's inability to protect intellectual property rights; impacts of natural events in the locations in which the Company or its customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; the Company's dividend payments on its Series A Preferred Stock; tax law changes or interpretations; pricing actions; and
other factors.
Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, operating in a highly competitive industry; changes in the retail landscape or the loss of key retail customers; the Company's ability to maintain, extend and expand its reputation and brand image; the impacts of the Company's international operations; the Company's ability to leverage its brand value; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share, or add products; an impairment of the carrying value of goodwill or
other indefinite - lived intangible
assets; volatility in commodity, energy and
other input costs; changes in the Company's management team or
other key personnel; the Company's ability to realize the anticipated benefits from its cost savings initiatives; changes in relationships with significant customers and suppliers; the execution of the Company's international expansion strategy; tax law changes or interpretations; legal claims or
other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the United States and in various
other nations in which we operate; the volatility of capital markets; increased
pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives we use; exchange rate fluctuations; risks associated with information technology and systems, including service interruptions, misappropriation of data or breaches of security; the Company's ability to protect intellectual property rights; impacts of natural events in the locations in which we or the Company's customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; the Company's ownership structure; the impact of future sales of its common stock in the public markets; the Company's ability to continue to pay a regular dividend; changes in laws and regulations; restatements of the Company's consolidated financial statements; and
other factors.
Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, increased competition; the Company's ability to maintain, extend and expand its reputation and brand image; the Company's ability to differentiate its products from
other brands; the consolidation of retail customers; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share or add products; an impairment of the carrying value of goodwill or
other indefinite - lived intangible
assets; volatility in commodity, energy and
other input costs; changes in the Company's management team or
other key personnel; the Company's inability to realize the anticipated benefits from the Company's cost savings initiatives; changes in relationships with significant customers and suppliers; execution of the Company's international expansion strategy; changes in laws and regulations; legal claims or
other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; failure to successfully integrate the business and operations of the Company in the expected time frame; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the nations in which the Company operates; the volatility of capital markets; increased
pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives that the Company uses; exchange rate fluctuations; risks associated with information technology and systems, including service interruptions, misappropriation of data or breaches of security; the Company's inability to protect intellectual property rights; impacts of natural events in the locations in which the Company or its customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; tax law changes or interpretations; and
other factors.
All
other department and agency expenses increased by $ 1.6 billion (3.2 %), largely reflecting an increase in actuarial liabilities for claims and employees»
pension and
other future benefit costs, the latter reflecting the impact of low interest rates on plan
assets.
«The question is, how much of these leveraged loans and
other risky
assets the
pension funds take.»
But I think we are beginning to get into that kind of turning process where there are those broader issues, those that have tended to have
assets, be they salaried
pension holders or those that own property or
other real
assets, have tended to do better than the millennial generation and I think that we are seeing that in some elements of political protest.
Other significant buyers of U.S. Treasury debt, such as
pensions and insurance companies, may continue to reallocate to fixed - income holdings to better align their
assets with their liabilities.
Brought together as part of the Farm Animal Investment Risk & Return (FAIRR) initiative, they include the fund arms of insurer Aviva and Norwegian lender Nordea,
asset management groups Boston Common and Impax, several Swedish state
pension funds and several
other charities and ethical investors.
Your marital estate includes complicated
assets, like stocks and mutual funds, investment real estate,
pensions,
other retirement
assets, or business interests.
According to our calculations, which draw on data from the International Monetary Fund (IMF) and
other public sources, central governments hold significantly more commercial
assets than private equity firms, hedge funds,
pension funds, sovereign wealth funds, or the super-rich (see figure 1 below).
Less than one - third of
pension - fund
assets typically are parked in safer, lower - yielding government bonds and
other fixed - income investments.
It would change the state constitution — which treats public
pensions like contracts that can't be impaired — to allow a judge to demand that a «public official» who is «convicted of a felony related to public office» forfeit his or her
pension like any
other asset.
A statement from HM Revenue and Customs yesterday read: «From «A-Day», the government will remove the tax advantages for investing in residential property or certain
other assets such as fine wines, classic cars and art and antiques from registered
pension schemes which are self directed.
Under new rules, savers could include property and
other collectible
assets to their self - invested
pension plans (Sipps), and receive tax relief on these investments.
«This is to prevent people benefiting from tax relief in relation to contributions made into self - directed
pension schemes for the purpose of funding purchases of holiday or second homes and
other prohibited
assets for their or their family's personal use.»
The Post reported that US Attorney Preet Bharara plans to go after the
pension, along with Silver's
other assets.
Other than fiscal audits, the city Comptroller is also the fiduciary for the City's five public
pension funds, worth about $ 160 billion in
assets.
He said: «Under the previous legislation that was dropped the government had agreed to take on the
pension liability, as well as
other assets and partial privatisation.
Anybody who has a private
pension, savings account or
other financial product will probably be invested in such
assets.
Credit card companies can seize some
pension assets but not
others.
Vancouver - based portfolio manager Adrian Mastracci, of Lycos
Asset Management, says it's rare to have the kind of portfolio that could generate $ 50,000 of dividend income and not also have
other kinds of income (notably employment or
pension income).
Pension assets are held in trust, so a failing company can't grab them to pay
other bills when it's trying to stave off bankruptcy.
Pensions and CPP credits are divided like
other assets, but just the portion earned while you and your spouse are married.
In such a case, CGT relief will only be available to
assets that were segregated current
pension assets supporting the original TRIS, and relief will only apply when the original TRIS is discontinued (provided all of the
other conditions in paragraph 21 of this Ruling are satisfied).
If your only source of income is your
pension, and you do not have
other assets like a home or investment, bankruptcy may not be necessary as you may be considered to be «creditor proof».
As a result, public
pension sponsors and
other asset owners are facing a surge of mandates to use their investing heft to achieve social goals such as reducing the carbon footprint, improving gender diversity, and so on.
Thomas Idzorek, CFA, chief investment officer — Retirement at Morningstar Investment Management LLC in Chicago, and lead author of the paper, tells PLANADVISER, «Our managed account engine will consider age, plan account balance, salary, contribution, state of residence — different states have different tax rates — employer tiered match, employer contribution, plan loans, brokerage account holdings, retirement age, gender and
pension as well as
other outside
assets to determine the recommended allocation to equities for each participant.»
Sun Life Institutional Investments (Canada) Inc. specializes in managing private
asset class pooled funds and liability driven investing strategies for defined benefit
pension plans and
other institutional investors in Canada through its affiliation with Sun Life Assurance Company of Canada.
During 2011 - 2013, Steve held a senior investment management position at one of Canada's largest defined benefit
pension plans, building up and managing its in - house fixed income and derivatives team as well as assessing
other asset class opportunities and conducting selections of third - party fund managers.
You may also want to consider your
pension value relative to your
other assets.
Centrelink then works out how much age
pension is payable, which depends on your income and
assets and
other circumstances.
After all, the CPP is a
pension like any
other pension, and it is important that it be treated as an
asset for equalization.
Ryan Labs
Asset Management Inc. (Ryan Labs), a Sun Life Investment Management company, has announced the launch of their Defensive Risk Premia (DRP) strategy for corporate and public
pension plans, as well as
other institutional investors.
Be sure to consider everything you own, including the value of your retirement funds,
pension, and
other nontaxable
assets.
Interesting series CF. I thought most Western European countries have assured
pension income and guaranteed medical, so with these two covered, I wonder why so much of income generating
assets are needed,
other than of course for discretionary expenses.
Causeway began operations in June 2001, and manages
assets on behalf of corporations,
pension plans, public retirement plans, Taft - Hartley
pension plans, endowments and foundations, mutual funds, charities, superannuation, sovereign wealth funds, private funds and trusts, wrap fee programs and
other institutions located in the US, Canada and overseas.
A better approach is to consider the value of the defined benefit
pension compared to the
other retirement
assets.
With a
pension valuation, you can judge the value of the
pension relative to
other assets and make better decisions on whether and how to divide it.
However, his or her family would still have a claim to your partner's share of
other assets such as insurance policies and
pension investments.
Your family home is not included, but deciding to sell your home or
other assets may affect your Age
Pension rate.