Sentences with phrase «pension plan clients»

Carl Bang is President, Sun Life Institutional Investments (Canada) Inc., a Sun Life Financial business that offers investment solutions to defined benefits pension plan clients and other institutional investors.

PNC Institutional Advisory Solutions has adopted RiskFirst's PFaroe to help structure better solutions, improve reporting efficiency and deepen engagement with its defined benefit (DB) pension plan clients.

Not exact matches

Investors include pension plans, foundations and endowments, institutional investors and private clients.

Highland's diversified client base includes public pension plans, foundations, endowments, corporations, financial institutions, fund of funds, governments, and high net - worth individuals.

Attorney Jason Roberts, CEO of the Pension Resource Institute, a compliance consulting firm, says his large broker - dealer clients tend to manage retirement plans by teaming advisors who are not specialists in retirement plans with those who are.

These skills have enabled him to sign numerous institutional clients for litigation and portfolio monitoring services, including public and private pension plans, investment management firms and sponsored investment vehicles, from both the U.S. and abroad.

Their returns are shown gross of fees, so that's something to consider as well, but they only charge 0.25 % to the pension plan because they're such a large client (another aspect of their approach I have great deal of respect for).

Marc's previous clients have included corporate, government and union pension plans, as well as endowment funds and First Nations trust funds.

The Dallas - based firm, which manages $ 23 billion, said the investor - led plan was approved by about 86 % of Highland Crusader Fund clients, including the Houston Municipal Employees Pension Scheme, which sued Highland in May, accusing it of looting the fund.

Alignvest's clients include leading pension plans, foundations and ultra-high net worth family offices.

The Democratic governor is pushing a five - point ethics plan that would require corrupt lawmakers to forfeit their public pensions, force lawyer - legislators to name their outside clients and require more documentation for per diem reimbursements.

When stock markets are in a bull run earning 12 per cent or more a year, it's easier for financial advisers to convince clients to cash out their pension plans.

While the Pension Protection Act has required employers to allow employees with company stock in the plan to gradually diversify out of it, a recent Vanguard study of its clients showed that 8 % of employees had more than 80 % of their account balances in company stock, revealing a lack of understanding of the risks of not diversifying.

In 2014, it paid $ 1.3 billion for U.K. - based wealth management firm F&C Asset Management, which sells investment services to individuals and institutional clients, such as pension plans and insurance companies.

In the course of his more than 20 - year career in global investment, Sekhon has managed portfolios on behalf of pension plans, sovereign wealth, endowments, insurance, family offices and private wealth clients.

We've partnered with one of Canada's most respected names in pension consulting and administration to provide our IPP clients with top - shelf pension planning and advice.

Would you advise 50 - year - old, 60 - year - old clients to cash out of a defined benefit pension plan and move money into an IRA managed by your company?

Private client wealth planning goals, endowment and foundation spending rates, and pension return on plan asset assumptions, all rely on sound capital market return assumptions.

Customized solutions for institutional clients including corporations, foundations, universities, pension plans, mutual fund companies, municipalities and other government agencies.

So while a lot of my professional clients may still plan on retiring at 60 or 65 with a good pension, others are coming up with their own creative ideas of how they want to spend their retirement years — and making accommodations in their budgets and work - life [balance] to make it happen.»

Institutional consultants allocate trillions of dollars and are hired by large clients, such as pension funds, to decide which managers to use for their plans.

Causeway Capital Management LLC provides equity investment management services to institutional clients including corporations, pension plans, public retirement plans, superannuation funds, sovereign wealth funds, Taft - Hartley pension plans, endowments and foundations, mutual funds and other collective investment vehicles, charities, private trusts and funds, wrap fee programs, and other institutions.

Balances held in Chase Money Purchase Pension and Profit Sharing Plans are not factored into qualification for the Private Client Mortgage Rate Program and can not be considered for overall mortgage qualification.

Won an NLRB trial before an administrative law judge and a resulting NLRB appeal where the union alleged that our energy industry client had improperly terminated its employee pension plan after acquiring the assets of a Massachusetts utility (341 NLRB No. 142)

Assisted several clients in negotiating a withdrawal from defined benefit pension plans, both single employer and multi-employer

His clients include Canada Pension Plan Investment Board, Hellman & Friedman, Cinven and Blackstone.

Notable mandates: Successfully represented Toronto mayor Rob Ford in a libel and defamation action; representing former Liberal MP Borys Wrzesnewskyj in litigation proceeding contesting election in Etobicoke Centre; acting on the establishment of a large residential real estate private equity fund; a complex reorganization of an existing real estate private equity fund into private REIT, the investors in which include several of Canada's largest pension plans and mutual funds; acted for the purchaser in excess of 230 quick service restaurants in Ontario, B.C., and Quebec; acted for management in a proxy dispute involving an interlisted TSX and ASX company, involving various interest holders in several international jurisdictions; represented Pharmascience Inc. at Federal Court of Canada; represented clients such as Apotex Inc. in trademark dispute; represented Canadian Generic Pharmaceutical Association in matters before the Trademark Opposition Board.

For spouses whose current employment contributes towards a pension or retirement plan, filing a marital dissolution action as soon as the parties separate reduces the incentive for the other spouse to drag out negotiations and increases the amount of one's client's retirement that he or she can expect to keep.

The country's banks did not require bailing out; the Canadian dollar is trading at record levels, and the country's pension funds — such as Stikeman Elliott client the Ontario Teachers» Pension Plan — are aggressively buying assets pension funds — such as Stikeman Elliott client the Ontario Teachers» Pension Plan — are aggressively buying assets Pension Plan — are aggressively buying assets abroad.

Last May, the Quebec Court of Appeal agreed with Langlois» client Yellow Pages Digital & Media Solutions Ltd. that certain changes it had made to its pension and benefits plan did not contravene Quebec's Charter of Human Rights and Freedoms or s. 87.1 of the Labour Standards Act regarding differences in treatment.

In Canada, Freshfields has advised clients such as Bank of Montreal, Canada Pension Plan Investment Board, Province of British Columbia and Ontario Teachers» Pension Plan.

Ms. Levy's expertise extends to retirement plans, where she advises clients on executive compensation, qualified plans and pension plan funding issues.

Linda has successfully represented her clients in trials, private arbitrations, arbitrations at the Financial Services Commission of Ontario, hearings before the Canada Pension Plan Review Tribunal and hearings before the Workplace Safety & Insurance Appeals Tribunal.

Ms. Tomasco's extensive experience in this area has led to positive results for her clients, such as her successful defense of a financial institution against a claim by its pension plan participants for additional retirement benefits.

We assist clients who apply for disability benefits under the Ontario Disability Support Program (ODSP) and / or the Canada Pension Plan (CPP).

Brian has appeared before the Ontario Court of Appeal, Ontario Superior Court of Justice, Federal Court, Financial Services Commission of Ontario, and Canada Pension Plan Review Tribunal where he has won various cases for his clients.

Acknowledged proficiency in restructurings, acquisitions, investments, benefits advice, share matching plans and tax structuring issues, our work encompasses tax matters including those relating to customs duty, VAT, employment and pensions issues, property, private client and contentious tax matters.

He also represented clients in ERISA and other benefit plan litigation arising from collectively bargained pension and health and welfare plans.

Prior to joining Clio in January 2017, John worked at the Ontario Teacher's Pension Plan, implementing the secure client portal for current and retired educators.

Our clients on the investor side represent a diverse group of investors, including sovereign wealth funds, private wealth advisors, pension plans, university and foundation endowments and family offices.

Her trustee clients include the trustees of the Credit Agricole Scheme, CGI's three defined benefit schemes, the multi-employer Citrus Pension Plan and the Unisys Public Sector Pension Scheme.

Frank has successfully represented his clients before the Ontario Superior Court of Justice, Ontario Court of Appeal, Financial Service Commission of Ontario and Canada Pension Plan Review Tribunal.

Orrick's ERISA and Benefits Litigation lawyers counsel clients on withdrawal liability exposure in multiemployer pension plans and on the effects of asset sales and corporate transactions on potential withdrawal liability.

We don't only help our clients max their pension, but we can also help you find the perfect life insurance plan.

Expect to be earning $ 40,000 to $ 45,000 in year 1, $ 50,000 to 60,000 in year two and $ 80,000 to $ 120,000 in year three * Training plan includes Induction training, 12 - month development pathway, mentoring scheme, Leadership development, internal and external qualifications * Career progression: Recruitment Consultant > Senior > Principal > Team Lead > Manager > Director * Incentives - bottles of fizz, team nights out, additional annual leave, experience days, social events, award ceremonies, holidays abroad (Rome, USA, South Africa, Amsterdam, Barcelona), Michelin Star lunches with MD & Directors and much more * Flexible benefits scheme with components including car allowance, life assurance, share option scheme, income protection, contributory pension, private medical and dental cover * An adult and enjoyable working environment & culture where you will work with likeminded people and make true friendships * A market leading platform & prestigious brand with huge financial backing * Work with the best clients in the UK.

Expect to be earning # 35,000 to # 45,000 in year 1, # 45,000 to # 55,000 in year two and # 75,000 + in year three * # 5000 end of year bonus for being on target * Training plan includes Induction training, 12 - month development pathway, mentoring scheme, Leadership development, internal and external qualifications * Career progression: Recruitment Consultant > Senior > Principal > Team Lead > Manager > Director * Incentives - bottles of fizz, team nights out, additional annual leave, experience days, social events, award ceremonies, holidays abroad (Rome, USA, South Africa, Amsterdam, Barcelona), Michelin Star lunches with MD & Directors and much more * Flexible benefits scheme with components including car allowance, life assurance, share option scheme, income protection, contributory pension, private medical and dental cover * An adult and enjoyable working environment & culture where you will work with likeminded people and make true friendships * A market leading platform & prestigious brand with huge financial backing * Work with the best clients in the UK.

You will be responsible for: • Dealing with incoming telephone calls • Assisting customers with their enquiries • Ensuring that every customer receives a positive customer experience on every contact • Promote the brand positively maintaining brand integrity The ideal candidate will have: • Excellent verbal and written communication skills • Customer Service background • Ability to multi-task • Ability to deal with complaints or difficult calls whilst maintaining professionalism and empathy at all times • Resilience to take high volume of calls on a daily basis • Ability to explain products • Driven to hit targets • Work well in a team and on own initiative • Ability to listen and build rapport and understanding with customers What you will get in return: • Free onsite car park • Succession planning / development opportunities • Investment time to develop • Incentives • Quality coaching — monitor and assess with TM • Get involved in training other new starters Working Hours: Rotating shift pattern between: 08:45 — 19:30 and 1 in 5 Saturdays In return our client is offering a competitive annual salary, annual bonus, lucrative pension scheme and free parking.

Provided sound financial advice to clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance and pension plans.

Proffer advice and recommendation to clients on risk minimization, retirement and pension plans

With over 8 years of exposure to developing and implementing pension, retirement, profit - sharing, and stock ownership plans for both existing and new clients, I am positive that I will be a great addition to your organization.