Sentences with phrase «plan administration expense»

In this post, we examine the issue of benefit and plan administration expense payments from an SRA.

Not exact matches

The administration plans to provide tax relief for families with child care expenses, too, although the specifics have yet to be included.

«The type of hidden fees annuity investors should pay attention to are separate account [investment funds] expense ratios; back - end sales charges; annual administration fees; mortality and expense costs; any rider fees, such as guaranteed income rider, death benefit riders [and] principal protection riders, to name a few,» says financial planner Joseph Carbone of Focus Planning Group.

In the past, business owners didn't pay close attention to their 401 (k) administration fees because they were buried in plan fund expenses and did not reduce their company's bottom line.

«I personally and several of my colleagues will not vote on this budget until there is a plan in place that we are notified monthly of where we are in revenues and expenses and what the administration plans to do if either of those are out of line,» said Pridgen.

His decision to empower former SUNY Polytechnic president Alain Kaloyeros to manage big - ticket projects built at taxpayer expense upstate has mired his administration in scandal, culminating in criminal charges against state officials and developers, and leaving many planned developments in limbo.

In response, the Bloomberg administration is planning to replace the hodgepodge of agencies dealing with competitive contracts with a centralized office, potentially saving nonprofit groups hundreds of millions of dollars a year in administrative expenses.

However, Gruwell's ailing marriage, disapproving father (Glenn, Training Day), and a jaded school administration prove to be daunting adversaries to her plans, and she must make a choice to continue to work overtime to provide an adequate education to her young minds, at the expense of her personal life and possibly her future career.

Including health insurance, dental insurance, life insurance, long term disability, short term disability, teacher's retirement deductions / contributions / reporting, tax sheltered annuity deductions / contributions / reporting, flexible spending account (cafeteria sec. 125 plans), insurance deduction plan, dependent care plan, medical Expense Plan, account administration and reportplan, dependent care plan, medical Expense Plan, account administration and reportplan, medical Expense Plan, account administration and reportPlan, account administration and reporting.

Most students live on a tight spending plan so the expense for an essay composing administration is a major concern.

529 plans are subject to enrollment, maintenance, and administration / management fees and expenses.

Operating Risk: The Advisor and the Fund's administrator have entered into an Operating Plan that facilitates the administrator's assumption of Fund expenses under the Fund Accounting and Administration Agreement.

The plan administration fees cover the expenses of the day - to - day operation of a 401k plan.

The administration would also increase the small employer tax credit for expenses of new retirement plans and create a modest small employer tax credit for the automatic IRA.

Whether it's plan administration fees for the company you're investing with, mutual fund expense ratios and fees, or fees for added account functionality, the more you can minimize how much you're paying, the better.

Plan Administration Fees - The day - to - day operation of a 401 (k) plan involves expenses for basic administrative services — such as plan recordkeeping, accounting, legal and trustee services — that are necessary for administering the plan as a whPlan Administration Fees - The day - to - day operation of a 401 (k) plan involves expenses for basic administrative services — such as plan recordkeeping, accounting, legal and trustee services — that are necessary for administering the plan as a whplan involves expenses for basic administrative services — such as plan recordkeeping, accounting, legal and trustee services — that are necessary for administering the plan as a whplan recordkeeping, accounting, legal and trustee services — that are necessary for administering the plan as a whplan as a whole.

He said it was a good idea to co-mingle assets because you get lower administration costs, lower investment expenses, can hire in - house expertise, and invest in some new types of plans, and pool some of the risks.

On cancellation of the policy during the free look up period, all the premiums paid under the plan are returned to the insured after making the required deductions of policy administrations charges, stamp duty, medical expenses, if any, etc..

Strong analytical ability with extensive background in evaluating market potential, budgeting, premium and segment pricing, expense control, strategic planning and execution, new product development, commercial printing, collective bargaining negotiations and contract administration.

Fixed asset accounting, business process re-engineering, risk management, value added analysis, SAP, GAAP, financial projections, general ledger, trial balance, financial statements, expense analysis, tax reporting, tax planning, payroll, benefits administration, portfolio management, cross functional team leadership, financial and strategic planning, P & L management, auditing and compliance, operating and working capital, budget management, mergers and acquisitions, cash flow management, business valuations, data warehouse reporting, audits and compliance, A / P, A / R, regulatory accounting, CA, ICWA, MBA, ICFAI, MS Excel, bank reconciliations, Crystal reports and spreadsheets.A, ICFAI, MS Excel, bank reconciliations, Crystal reports and spreadsheets.

Core Competencies Financial Analysis & Development • Strategic Planning • Account Management • Expense & Budget Administration • Policy Enforcement • Sales & Revenue Growth • Marketing Trend Analysis • Business Process Optimization • Quality Assurance • Internal / External Audits • Conflict Resolution

Tags for this Online Resume: Executive - Level Support, Travel Planning and Expense Reimbursement, Event and Meeting Planning, Document Creation and Publishing, Budget and Expenses, Document Tracking and Records Management, IT Specialist and Website Administration, Staff Training and Development, Calendaring and Scheduling

Tags for this Online Resume: Change Management, Systems Administration, IT Security / Forensics, Cost / Expense Control, Technical Direction / Support, Budget Planning, Data Center Management, IT Auditing, Vendor Relations, Project Management, Team Mentoring / Development, Team Leadership, Storage Management / Administration, Disaster Recovery / Data Archive, Database Management, Compliance, IT Management

Professional Experience United Media — a division of E.W. Scripps (New York, NY) 1988 — 2011 SVP / General Manager — Syndication & Web (2002 — Present) • Outline financial and strategic direction of business operations, directing all aspects of syndication division including sales, editorial, web, customer service, administration and production • Identify, develop and launch unique, valuable IP created by artists, writers and producers, including Dilbert and Big Nate • Negotiate client, talent, licensing and vendor agreements, working closely with in - house and external legal teams • Develop pricing strategies, competitor and market analysis, marketing and business plans for over 200 properties • Manage key talent relationships with IP including Charles Schulz / Peanuts, Scott Adams / Dilbert and Gemstar • Oversee and direct content for first and largest consumer - facing website in industry, comics.com, developing subscription and ad - based models and creating new features including e-commerce, widgets, RSS feeds and animations • Increase revenues, manage expenses, streamline workflows and create team environment to increase productivity, consistently exceeding profitability goals within a declining market segment

The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report gePlanning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report geplanning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report geplanning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report geplanning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation

Regional Restaurant Management — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, supervising the facilitation of food sales, overseeing restaurant operations and promoting a high - quality, memorable customer dining experience Participate in all phases of strategic store - level planning with other management professionals, including local staffing, service - related concerns, inventory control, merchandising, sales and revenue projections, and local competition Employ various strategies to manage and reduce food, beverage and labor expenses Supervise all store opening and closing functions, including the acquisition and sale of all equipment, state and county inspections, general contractor relations, hiring and terminations, and financial data transmission Perform continuous assessment of all operational aspects while furnishing oversight and guidance regarding the effective application and execution of critical internal policies and procedures to standardize restaurant offering across markets Meet and exceed customer satisfaction benchmarks while tracking progress versus established branch and corporate guidelines Identify and utilize talent among team members with focused training efforts, targeted professional hiring, job fair management and the promotion of a performance - based work environment that leverages individual talents for group benefit Provide relevant administration and oversight with respect to all HR - related functions, including payroll and compliance tasks Oversee the management of daily, weekly and monthly food and supply inventories, in addition to alcohol products, while holding responsibility for the development of weekly P&L statements and internal store audit execution Address local management and staff queries and resolve them in an expedited manner, promoting sustained revenue growth through relationship development and the leveraging of both talent and resources at all locations Collaborate and communicate effectively with all store personnel as well as with members of corporate management Execute all marketing and sales strategies while tracking progress versus established internal and external industry benchmarks, focusing on both revenue generation, customer acquisition and brand loyalty development Maintain a strong working knowledge of product and services as well as related industry considerations, including pricing and regulatory trends, service - related issues and local competitor operations