Sentences with phrase «other plan fees»

You can compare fees on the investment options in your 401 (k)(and get info on administrative and other plan fees) by checking out the annual disclosure the Department of Labor requires plan sponsors provide plan participants.

Not exact matches

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.

Some plan sponsors have been sued for poorly performing portfolios, others for failing to educate participants about the risks of investing, but many observers predict a wave of legal action over the fees — high fees and hidden fees — embedded in the mutual funds that underpin so many retirement accounts.

As evidence, they cite the decision by Bank of America (BAC) to abandon its plan for debit card fees and the decision of many other large banks not to impose them at all.

The good news is that the stimulus bill included new SBA plans for temporary fee reductions; guarantees increased to 90 percent for certain types of loans, deferred payment loans micro loans and several other improvements.

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.

May 2 The poorest U.S. consumers would lose most from the proposed tie - up of wireless carriers T - Mobile US Inc and Sprint Corp, according to consumer advocates who warned the combined company would raise fees for pre-paid and other low - cost mobile phone plans.

(They also offer three other Fixed Fee Plans at monthly rates of $ 35.00, $ 50.00 and $ 75.00, each with increasing numbers of transactions per month.)

May 2 The poorest U.S. consumers would lose most from the proposed tie - up of wireless carriers T - Mobile US Inc and Sprint Corp, according to consumer advocates who warned the combined company would hike fees for pre-paid and other low - cost mobile phone plans.

The poorest U.S. consumers would lose most from the proposed tie - up of wireless carriers T - Mobile US Inc and Sprint Corp, according to consumer advocates who warned the combined company would raise fees for pre-paid and other low - cost mobile phone plans.

Nichols Kaster compared the Fujitsu plan's fees with those of about 650 other plans with more than $ 1 billion in assets.

But retirement specialists are just what broker - dealers and plan sponsors need now given the new DOL fiduciary rule and the growing number of lawsuits charging plan sponsors with excessive fees (at MIT, Yale and NYU among others) or self - dealing (Franklin Templeton, Neuberger Berman, American Century, New York Life).

They're also helping advise the plan sponsor on the running of the plan,» including running quarterly meetings, discussing participation, education, plan design and fees, among other things.

Retirement plan administrators, most of which play other roles in the value chain, will need to reconsider their business model as 12b - 1 fees for product placements, their significant revenue source, come under pressure.

The fee analyzer tool shows you just how much your 401 (k) plan, or any other investment portfolio for that matter, is costing you.

The DOL describes surrender charges as «fees an insurance company may charge when an employer terminates a contract (in other words, withdraws the plan's investment) before the term of the contract expires or if you withdraw an amount from the contract.

It also compares your plan against other plans to get an idea of just how much in fees your plan is charging you.

PLANADVISER: Do you see the Intel case as opening the door to other cases about the construction of custom target - date funds or TDFs, just as the number of cases about excessive fees in retirement plans grew?

Other plan sponsors will not be required to pay the PCORI fees until 2014.

On the SD IRA custodian side, I've noticed a couple of them have setup specific «plans» for people investing in crowdfunding sites — these «plans» have significantly lower fees for crowdfunding deals compared to other SD IRA investments, so you end up paying significantly less to put $ 50K in a crowdfunding platform vs. $ 50K in a direct real estate deal or $ 50K in gold, for example.

Actual results may vary materially from those expressed or implied by forward - looking statements based on a number of factors, including, without limitation: (1) risks related to the consummation of the Merger, including the risks that (a) the Merger may not be consummated within the anticipated time period, or at all, (b) the parties may fail to obtain shareholder approval of the Merger Agreement, (c) the parties may fail to secure the termination or expiration of any waiting period applicable under the HSR Act, (d) other conditions to the consummation of the Merger under the Merger Agreement may not be satisfied, (e) all or part of Arby's financing may not become available, and (f) the significant limitations on remedies contained in the Merger Agreement may limit or entirely prevent BWW from specifically enforcing Arby's obligations under the Merger Agreement or recovering damages for any breach by Arby's; (2) the effects that any termination of the Merger Agreement may have on BWW or its business, including the risks that (a) BWW's stock price may decline significantly if the Merger is not completed, (b) the Merger Agreement may be terminated in circumstances requiring BWW to pay Arby's a termination fee of $ 74 million, or (c) the circumstances of the termination, including the possible imposition of a 12 - month tail period during which the termination fee could be payable upon certain subsequent transactions, may have a chilling effect on alternatives to the Merger; (3) the effects that the announcement or pendency of the Merger may have on BWW and its business, including the risks that as a result (a) BWW's business, operating results or stock price may suffer, (b) BWW's current plans and operations may be disrupted, (c) BWW's ability to retain or recruit key employees may be adversely affected, (d) BWW's business relationships (including, customers, franchisees and suppliers) may be adversely affected, or (e) BWW's management's or employees» attention may be diverted from other important matters; (4) the effect of limitations that the Merger Agreement places on BWW's ability to operate its business, return capital to shareholders or engage in alternative transactions; (5) the nature, cost and outcome of pending and future litigation and other legal proceedings, including any such proceedings related to the Merger and instituted against BWW and others; (6) the risk that the Merger and related transactions may involve unexpected costs, liabilities or delays; (7) other economic, business, competitive, legal, regulatory, and / or tax factors; and (8) other factors described under the heading «Risk Factors» in Part I, Item 1A of BWW's Annual Report on Form 10 - K for the fiscal year ended December 25, 2016, as updated or supplemented by subsequent reports that BWW has filed or files with the SEC.

This is extremely low, when compared to other interchange plans, but depending on your business, it's possible that the actual fee may be even lower.

The management fee is a unified fee that includes all of the operating costs and expenses of the Fund (other than taxes, charges of governmental agencies, interest, brokerage commissions incurred in connection with portfolio transactions, distribution and / or service fees payable under a plan pursuant to Rule 12b - 1 under the Investment Company Act of 1940 and extraordinary expenses), including accounting expenses, administrator, transfer agent and custodian fees, Fund legal fees and other expenses.

The proposed rule would also prevent brokers from taking into account the fees they receive for investment advice when assisting with selecting investments for 401 (k) plans and other retirement accounts, Saunders says.

Renders investment advice to the plan or its participants for a fee or other compensation, whether direct or indirect

Our Services and Fees Whether you need a comprehensive financial plan or just have questions about educational planning, retirement readiness, or when to take Social Security benefits (or other issues), Safe Harbor offers the right level of services that you need now at a reasonable cost.

Major Canadian banks plan to increase their fees or have already hiked up their ATM, debit, and purchase fees and charges on other transactions to make up for profit losses due to falling interest rates.

Having successfully sold Shinji Kagawa back to Borussia Dortmund for a fee in the region of # 8m the Premier League side have seen a host of clubs register their interest in other players who are not deemed as part of Louis van Gaal's plans.

All of Wenger's disastrous plans when it comes to transfers, both incoming and outgoing, are coming home to roost... why would anyone pay a significant fee for a player that was hardly used, is overpaid and has a spotty injury record; not to mention the fact that Wenger nickels & dimes everyone when it comes to transfers so it only makes sense that other teams would do likewise when dealing with us... the fact is I wouldn't be surprised if Wenger does this so that players won't be moved thereby giving him a ready - made excuse not to spend more money on transfers; there's a reason why the latest headlines regarding Arsenal transfers seem to suggest that we aren't bringing anyone in until some players are sold or moved elsewhere on loan... we know this club knows how to utilize press coverage to further their questionable agendas, it's the very reason why the Sanchez situation has become such a nightmare

The likes of McCormack, Carles Gil, Jordan Veretout, Rudy Gestede, Carlos Sanchez and Adama Traore should all bring in decent fees, and there are other players in the squad that Bruce may feel aren't part of his long - term plans.

«Not only is T - Mobile offering the most flexible and affordable family plans among national carriers today, we are also making it more affordable than ever for families to add their kids or other family members by eliminating the associated monthly service fee until 2012,» said Ashley White, marketing director of value offers at T - Mobile USA.

So Charles Katzenmeyer, Adler's senior vice president, said the planetarium instead will ask the Park District to approve a plan that will freeze fees for children living in the city and increase them for all others.

So Charles Katzenmeyer, Adler's senior vice president, said the planetarium instead will ask the Park District to approve a plan that will freeze fees for children living in the city and increases them for all others who pass through the turnstiles.

The IVF refund plan states that if patients do not achieve a live birth after the transfer of all of the embryos resulting from their cycles, 100 % of clinical fees will be refunded back to the patients to use in pursuing other family - building measures such as donor egg or adoption.

Through 2009, the National Park Service plans to phase in higher rates for annual park passes and fees paid per vehicle or person at about 130 of the 390 parks, monuments and other areas the agency manages.

Republicans are trying to remove the fee and other tax hikes in the plan.

$ 4 million on «Grants and assistance» $ 5 million on Direct Program $ 29 million on salaries $ 9 million on pension plans, payroll taxes, and other employee benefits $ 4 million on accounting, fundraising, legal, and investment management $ 4 million on advertising, information technology, and office expenses $ 5 million on rent $ 7 million on travel $ 12 million on conventions, conferences, and meetings $ 9 million on «other fees»

Two high - profile political leaders — female friends despite party differences — are at odds over Nassau's plan to charge more than $ 1 million in fees to Little Leagues and other sports and nonprofit organizations that have used county parks for free for years.

Hannon said the fee would help preserve bus service in the wake of «perpetual» funding issues — earlier this year, Nassau's financial control board approved a funding plan that eliminated 7 bus routes and reduced service in 4 others.

Government plans set for April will cut # 220 million from the # 2 billion annual legal aid budget, predominantly through a 30 % reduction in fees for complex, high - cost cases and an 18 % cut in fees for other crown court work.

The Senate on Aug. 3 approved the last budget bill — the so - called «revenue» legislation — that calls for more than $ 1 billion in new tax and fee hikes and several hundred million dollars of other revenue «actions» to help balance the $ 136 billion fiscal plan.

A majority of our people are farmers who depend on good rains, access to land and fertilizer to grow the food they eat and sell the surplus to make money for school fees for their children and where possible, add a wife or two and make the Hajj or other plans.

Cuomo's budget plan in January was balanced, by law, but she said he did it with more than $ 1 billion in tax and fee hikes, among other revenue raisers.

But other city - planning experts have doubts on whether impact fees are even legally possible in New York — or at least worth the heavy lift of passing the necessary legislation.

The Assembly plan would also impose a $ 1 fee on Uber, Lyft and other ride - sharing trips throughout the rest of the city and state — an idea that was quickly slammed by Uber.

In other planning board business, board members agreed to propose to the town board that the town waive usually - required parking fees for the Bradley Meadows complex, where Sunflower is currently undergoing expansion, due the property owner's commitment of between $ 15,000 and $ 18,000 to put in rapid charging stations for electrical vehicles.

It is believed ministers are also considering overhauling planning regulations and fees to make it easier for homeowners to convert garages and other outbuildings.

MADISON, Wis. (AP)-- Wisconsin state Assembly Republicans released the framework of a plan Thursday to plug a transportation budget shortfall that would raise taxes and fees by $ 300 million and cut other taxes by at least that much.

Wisconsin state Assembly Republicans released the framework of a plan Thursday to plug a transportation budget shortfall that would raise taxes and fees by $ 300 million and cut other taxes by at least that much.

«We have a multiyear, long - range plan and we unfortunately had to coordinate our tuition fees with what we are receiving from other sources, particularly the province.»