Sentences with phrase «plan administrator of»

The QDRO is a document which instructs the plan administrator of the retirement plan on how to assign a portion of the funds to the spouse or «alternate payee».

With a QDRO, the court informs the plan administrator of your spouse's right to receive payment from your pension and what percentage or amount of your pension she is entitled to receive.

Performed all functions of plan administrator of the 401K savings and retirement plan.

To make this selection, the recipient must inform the plan administrator of the allocation prior to the time of the direct rollovers.

The 2014 Plan permits the granting by the plan administrator of stock options, stock appreciation rights, stock grants and restricted stock units, as well as cash bonus awards.

The 2014 Plan permits the granting by the plan administrator of stock options, stock appreciation rights, stock grants and RSUs, as well as cash bonus awards.

Not exact matches

You may have heard of Fortnite, the new, free game that's sweeping the nation and irking teachers everywhere, but parents and school administrators may have to re-think their disciplinary plan: Fortnite could actually help kids stay in school.

To do this, pension experts like Ambachtsheer and Greg Hurst, a principal with retirement benefits administrator Morneau Sobeco, recommend creating a new kind of multi-employer pension plan into which every working Canadian would be automatically enrolled, though they could opt out or alter the standard contribution rates.

Traction: Advyzr raised nearly $ 20,000 from business - plan competitions, acquired roughly 30 pre-launch letters of intent from higher - ed administrators, and gathered more than 500 student requests on its website in the past three months.

The only disadvantages of this plan are that it may be slightly less convenient, as a plan administrator is required.

In fact, all that's involved in starting a plan is providing the administrator with a list of qualified employees (generally those who have at least three years» tenure with the employer).

If a small - business owner isn't happy with his or her existing retirement plan or doesn't have a plan, the first step is, «to consider what their objective is for the retirement plan,» says Sam Schroeder, president of ARS, an Illinois - based third party administrator (TPA) that helps small - and mid-size businesses establish, test and manage compliance related to retirement plans (including that of my own firm).

These regulations would affect participants in, beneficiaries of, employers maintaining, and administrators of tax - qualified plans that contain cash or deferred arrangements or provide for matching contributions or employee contributions.

The plan administrator has discretion, however, to establish written conditions and procedures for the transfer of awards to other persons or entities, provided that such transfers comply with applicable federal and state securities laws and are not made for value, other than nominal value or certain transfers to family members.

The plan administrator may award stock grants with time - based vesting or vesting upon satisfaction of performance goals and / or other conditions.

According to Fidelity, one of the largest administrators of retirement plans in America with ~ 7 million accounts, the average IRA balance — including both traditional IRAs and Roth IRAs — stood at $ 81,100 at the end of 2012, up 53 % from 2008 when balances hit their lowest point since the market meltdown.

Stock appreciation rights may be paid in cash, shares, or any combination of both, as determined by the plan administrator, in its sole discretion, at the time of grant.

In no case, except due to an adjustment to reflect a stock split or other event referred to under «Adjustments» below, and except for any repricing that may be approved by shareholders, will the plan administrator (1) amend an outstanding stock option or stock appreciation right to reduce the exercise price or base price of the award, (2) cancel, exchange, or surrender an outstanding stock option or stock appreciation right in exchange for cash or other awards for the purpose of repricing the award, (3) cancel, exchange, or surrender an outstanding stock option or stock appreciation right in exchange for an option or stock appreciation right with an exercise or base price that is less than the exercise or base price of the original award, or (4) take any other action that is treated as a repricing under U.S. generally accepted accounting principles.

The new regulations extend the accommodation available to religiously affiliated nonprofit employers to closely held2 for profit corporations that have adopted a resolution establishing that the corporation objects to some or all contraceptive services on account of the owners» sincerely held religious beliefs.3 Starting in the new plan year, Hobby Lobby and other closely held corporations with religious objections will be required to notify their insurer, third party administrator, or HHS so that the insurer or administrator can still provide the contraceptive coverage directly to the employees and their dependents.

The plan administrator may grant stock appreciation rights with time - based vesting or vesting upon satisfaction of performance goals and / or other conditions.

Companies and their transfer agents provide regular statements which help investors keep track of the DRIP holdings, and plan administrators are now required to provide more cost - basis information.

In addition to obtaining enrollment information online, a number of companies also allow individuals to buy shares via the Internet at the plan administrator websites.

The administrator will determine the methods of payment of the exercise price of an option, which may include cash, shares, or other property acceptable to the administrator, as well as other types of consideration permitted by applicable law and the other terms of the option, subject to the provisions of our 2015 Plan.

Subject to Section 6 and the other terms and conditions of the Plan, each Stock Appreciation Right grant will be evidenced by an Award Agreement (which may be in electronic form) that will specify the exercise price, the term of the Stock Appreciation Right, the conditions of exercise, and such other terms and conditions as the Administrator, in its sole discretion, will determine.

The 2013 Plan provides that the Administrator will determine acceptable forms of consideration for exercising an option.

Subject to the provisions of our 2015 Plan, the administrator will determine the other terms of stock appreciation rights, including when such rights become exercisable and whether to pay any amount of appreciation in cash, shares of our Class A common stock, or a combination thereof, except that the per share exercise price for the shares to be issued pursuant to the exercise of a stock appreciation right must be no less than 100 % of the fair market value per share on the date of grant.

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 administrator will determine the methods of payment of the exercise price of an option, which may include, to the extent permitted by applicable law, cash, shares, or other property acceptable to the administrator, as well as other types of consideration, subject to the provisions of our 2015 Plan.

Awards granted under the Plan may be Nonstatutory Stock Options (NSOs), Incentive Stock Options (ISOs), Stock Appreciation Rights (SARs), Restricted Stock, or Restricted Stock Units (RSUs), as determined by the Administrator at the time of grant.

Moreover, Fidelity reports that your 401k plan administrator will typically withhold 20 percent of your balance to cover the taxes.

The plan administrator determines the purchase price or strike price for a stock appreciation right, which generally can not be less than 100 % of the fair market value of our Class A common stock on the date of grant.

The administrator will determine the methods of payment of the exercise price of an option, which may include cash, shares or other property acceptable to the plan administrator.

Subject to the provisions of our 2016 Plan, the administrator determines the other terms and conditions of stock appreciation rights, including when such rights become exercisable and whether to pay any increased appreciation in cash or with shares of our common stock, or a combination thereof, except that the per share exercise price for the shares to be issued pursuant to the exercise of a stock appreciation right will be no less than 100 % of the fair market value per share on the date of grant.

Otherwise, the Administrator, subject to the provisions of the Plan, will have complete discretion to determine the terms and conditions of Stock Appreciation Rights granted under the Plan.

Unless the administrator provides otherwise, our 2010 Plan generally does not allow for the transfer of awards and only the recipient of an option or stock appreciation right may exercise such an award during his or her lifetime.

Subject to the provisions of our 2003 Plan, the administrator determines the remaining terms of the options (e.g., vesting).

Step 2: A New 401 (k) Plan is Established: A new 401 (k) plan must be established on behalf of the new C corporation, and the owner of the company becomes the trustee and plan administrator (this sounds intimidating, but most ROBS providers offer 401 (k) plan administration services and do the hard part for yPlan is Established: A new 401 (k) plan must be established on behalf of the new C corporation, and the owner of the company becomes the trustee and plan administrator (this sounds intimidating, but most ROBS providers offer 401 (k) plan administration services and do the hard part for yplan must be established on behalf of the new C corporation, and the owner of the company becomes the trustee and plan administrator (this sounds intimidating, but most ROBS providers offer 401 (k) plan administration services and do the hard part for yplan administrator (this sounds intimidating, but most ROBS providers offer 401 (k) plan administration services and do the hard part for yplan administration services and do the hard part for you).

Subject to the provisions of our 2010 Plan, the administrator determines the terms of stock appreciation rights, including when such rights vest and become exercisable and whether to settle such awards in cash or with shares of our common stock, or a combination thereof, except that the per share exercise price for the shares to be issued pursuant to the exercise of a stock appreciation right will be no less than 100 % of the fair market value per share on the date of grant.

The 2016 Plan has been designed to permit the administrator to grant certain awards in its discretion that qualify as performance - based for purposes of satisfying the conditions of Section 162 (m), thereby permitting us to receive a federal income tax deduction in connection with such awards.

Subject to the provisions of our 2013 Plan, the administrator determines the other terms of stock appreciation rights, including when such rights become exercisable and whether to pay any increased appreciation in cash or with shares of our common stock, or a combination thereof, except that the per share exercise price for the shares to be issued pursuant to the exercise of a stock appreciation right will be no less than 100 % of the fair market value per share on the date of grant.

Except as required by Section 162 (m) of the Code with respect to a SAR intended to qualify as performance - based compensation as described in Section 162 (m) of the Code, there will be no restrictions specified in the 2014 Plan on the exercise of SARs or the amount of gain realizable therefrom, although restrictions may be imposed by the administrator in the SAR agreements.

In no case (except due to an adjustment to reflect a stock split or other event referred to under «Adjustments» below, and except for any repricing that may be approved by shareholders) will the plan administrator (1) amend an outstanding stock option or stock appreciation right to reduce the exercise price or base price of the award, (2) cancel, exchange, or surrender an outstanding stock option or stock appreciation right in exchange for cash or other awards for the purpose of repricing the award, or (3) cancel, exchange, or surrender an outstanding stock option or stock appreciation right in exchange for an option or stock appreciation right with an exercise or base price that is less than the exercise or base price of the original award.

SARs under the 2014 Plan will be settled in cash or shares of our common stock, or in a combination of both, at the election of the administrator.

Subject to the provisions of our 2013 Plan, the administrator determines the other terms of options.

The exercise price of a stock appreciation right will be established by the plan administrator and may not be less than 100 % of the fair market value of a share on the date of grant.

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.

Virgin is closing a call centre in Swansea and Calvetron is to appoint administrators shortlyMore than 1,500 jobs are at risk after Virgin Media announced plans to shut a Swansea call centre, and as the company behind the fashion brands Jacques Vert and Windsmoor teeters on the edge of collapse.

If we are to speak of extremes — without pejorative intent — at the other end of the spectrum would be those services planned by administrators (whether presidents, deans or chaplains) which have survived as full - blown Christian liturgies expressing the theological tradition behind the institution's establishment.

The decisions of journal editors, committees reviewing applications for grants, and administrators making appointments, all serve as informal ways of planning.

School administrators and coaches, according to Colter, were unaware of the union organizing as of Tuesday morning, when he planned to tell them personally.