Sentences with phrase «pensions investment matters»

Not exact matches

It doesn't necessarily matter if you're saving in a work sponsored pension plan, a 401 (k) account, IRA or just an individual investment fund.

But DiNapoli, the sole trustee of the $ 192 billion state pension system with a voice in corporate shareholder governance and other matters, said he will use that power to press companies to «seek out sustainable investments and changes in corporate behavior» to keep the Paris accord alive.

Jim Yih is a financial educator who chucked his career as an investment adviser to help companies make their employees smarter about pension plans and other money matters.

Both Louis and Mary have relied on work pensions for most of their retirement savings because large pension deductions from their paycheques have reduced their funds for private investment in RRSPs or anything else, for that matter.

In the employee benefits arena, we represent employers, trustees, plan sponsors, investment advisors and lenders to address Employee Retirement Income Security Act (ERISA) matters, employee stock ownership plans (ESOPs), pension, health and welfare benefit plans and collectively bargained trust funds.

Instructed by the Financial Conduct Authority on matters related to investments, insurance and pensions

With more than 25 years of experience as a lawyer and investment banker, Brian Barrett advises (re) insurers, banks, broker - dealers, fintech companies and pension sponsors on transactional, regulatory and compliance matters.

Secured dismissal of eight claims, and obtained defense verdict and dismissal of breach of fiduciary duty claim in an additional claim in a matter in which a pension fund sought more than $ 120 million from an investment consulting firm client.

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.

Based on the complexity of our cases, the attorneys not only handle divorce matters, but work with other experts on business and property valuations, professional and celebrity goodwill, tax, trust and estate planning matters as well as investment and pension issues for our clients.

The issues that are typically addressed in mediation are issues related to children: legal custody and residential custody, visitation, child support, allocation of college expenses for the children, health insurance, life insurance; alimony and spousal support; division of real property, including the family home; division of tangible personal property including motor vehicles, boats, furniture, furnishings, art work, etc.; disposition of other property accumulated during the marriage, including bank accounts, investment accounts, pension / profit - sharing / retirement accounts, etc.; payment of credit cards and other debts, and tax matters including decisions relative to filing joint or separate tax returns and claiming the children as dependency deductions.