Sentences with phrase «plan assets which»

A legal separation will most likely involve the division of your retirement plan assets which, if not done properly, can create big tax headaches and other issues down the road.

Not exact matches

Important factors that could cause actual results to differ materially from those reflected in such forward - looking statements and that should be considered in evaluating our outlook include, but are not limited to, the following: 1) our ability to continue to grow our business and execute our growth strategy, including the timing, execution, and profitability of new and maturing programs; 2) our ability to perform our obligations under our new and maturing commercial, business aircraft, and military development programs, and the related recurring production; 3) our ability to accurately estimate and manage performance, cost, and revenue under our contracts, including our ability to achieve certain cost reductions with respect to the B787 program; 4) margin pressures and the potential for additional forward losses on new and maturing programs; 5) our ability to accommodate, and the cost of accommodating, announced increases in the build rates of certain aircraft; 6) the effect on aircraft demand and build rates of changing customer preferences for business aircraft, including the effect of global economic conditions on the business aircraft market and expanding conflicts or political unrest in the Middle East or Asia; 7) customer cancellations or deferrals as a result of global economic uncertainty or otherwise; 8) the effect of economic conditions in the industries and markets in which we operate in the U.S. and globally and any changes therein, including fluctuations in foreign currency exchange rates; 9) the success and timely execution of key milestones such as the receipt of necessary regulatory approvals, including our ability to obtain in a timely fashion any required regulatory or other third party approvals for the consummation of our announced acquisition of Asco, and customer adherence to their announced schedules; 10) our ability to successfully negotiate, or re-negotiate, future pricing under our supply agreements with Boeing and our other customers; 11) our ability to enter into profitable supply arrangements with additional customers; 12) the ability of all parties to satisfy their performance requirements under existing supply contracts with our two major customers, Boeing and Airbus, and other customers, and the risk of nonpayment by such customers; 13) any adverse impact on Boeing's and Airbus» production of aircraft resulting from cancellations, deferrals, or reduced orders by their customers or from labor disputes, domestic or international hostilities, or acts of terrorism; 14) any adverse impact on the demand for air travel or our operations from the outbreak of diseases or epidemic or pandemic outbreaks; 15) our ability to avoid or recover from cyber-based or other security attacks, information technology failures, or other disruptions; 16) returns on pension plan assets and the impact of future discount rate changes on pension obligations; 17) our ability to borrow additional funds or refinance debt, including our ability to obtain the debt to finance the purchase price for our announced acquisition of Asco on favorable terms or at all; 18) competition from commercial aerospace original equipment manufacturers and other aerostructures suppliers; 19) the effect of governmental laws, such as U.S. export control laws and U.S. and foreign anti-bribery laws such as the Foreign Corrupt Practices Act and the United Kingdom Bribery Act, and environmental laws and agency regulations, both in the U.S. and abroad; 20) the effect of changes in tax law, such as the effect of The Tax Cuts and Jobs Act (the «TCJA») that was enacted on December 22, 2017, and changes to the interpretations of or guidance related thereto, and the Company's ability to accurately calculate and estimate the effect of such changes; 21) any reduction in our credit ratings; 22) our dependence on our suppliers, as well as the cost and availability of raw materials and purchased components; 23) our ability to recruit and retain a critical mass of highly - skilled employees and our relationships with the unions representing many of our employees; 24) spending by the U.S. and other governments on defense; 25) the possibility that our cash flows and our credit facility may not be adequate for our additional capital needs or for payment of interest on, and principal of, our indebtedness; 26) our exposure under our revolving credit facility to higher interest payments should interest rates increase substantially; 27) the effectiveness of any interest rate hedging programs; 28) the effectiveness of our internal control over financial reporting; 29) the outcome or impact of ongoing or future litigation, claims, and regulatory actions; 30) exposure to potential product liability and warranty claims; 31) our ability to effectively assess, manage and integrate acquisitions that we pursue, including our ability to successfully integrate the Asco business and generate synergies and other cost savings; 32) our ability to consummate our announced acquisition of Asco in a timely matter while avoiding any unexpected costs, charges, expenses, adverse changes to business relationships and other business disruptions for ourselves and Asco as a result of the acquisition; 33) our ability to continue selling certain receivables through our supplier financing program; 34) the risks of doing business internationally, including fluctuations in foreign current exchange rates, impositions of tariffs or embargoes, compliance with foreign laws, and domestic and foreign government policies; and 35) our ability to complete the proposed accelerated stock repurchase plan, among other things.

WEINSTEIN NDAs: The Weinstein Co, which failed in the wake of sexual harassment claims against co-founder Harvey Weinstein, filed for bankruptcy yesterday with plans to sell its entertainment assets.

Diversified miner Metals X has confirmed a $ 115.6 million capital raising and plans to demerge its gold assets into a new company, which will be led by existing chief executive Peter Cook.

The stock index giant plans to announce around 4:30 p.m. ET Tuesday whether mainland stocks will become part of the MSCI Emerging Markets Index, which is tracked by an estimated $ 1.5 trillion in assets.

«If you don't create an estate plan, you're letting the courts decide how to divide your assets, which may not reflect your wishes, particularly if you have children or specific distribution desires,» Clapp said.

These businesses, which represent approximately $ 278 million of the company's 2017 revenue, are part of the previously announced Conduent plan to divest up to $ 500 million in revenue in 2018 associated with non-core assets across the company.

«If you don't create an estate plan, you're letting the courts decide how to divide your assets, which may not reflect your wishes.»

Competitors, such as Disney, which has agreed to buy 21st Century Fox assets, could potentially pull viewers from Netflix with plans to launch their own streaming services.

JBS, which paid $ 1.5 billion from Moy Park two years ago, is near completing an asset sale plan unleashed by the Batistas» admission to bribing 1,893 politicians in Brazil.

Osborne plans to fulfil the role alongside his work as MP for Tatton, a constituency in Cheshire, and a one - day - a-week advisory role to asset manager BlackRock, which earns him # 650,000 a year.

TORONTO — The 2013 - 14 financial year was an unusually strong one for the Canada Pension Plan Investment Board, which earned a 16.5 per cent annual return on the billions of dollars in assets it manages for the national retirement system, but its CEO cautions that level of growth likely won't soon be repeated.

These businesses, which generate approximately $ 43 million in revenue are part of the announced Conduent plan to divest up to $ 500 million in revenue in 2018 associated with non-core assets across the company.

Torstar is investigating a merger of its pension plan assets with a multi-employer plan called CAAT, which would take over the obligation for paying past accrued benefits and future pension benefits of Torstar employees.

These collectively bargained retirement plans (which typically cover the union employees of more than one company) have assets of more than $ 400 billion.

The bill raises the asset threshold at which banks must comply with stricter capital and planning requirements, including yearly stress tests and developing «living wills» for an orderly liquidation in times of crisis.

BHP said its plan to sell its onshore U.S. shale assets, which it has in its books at $ 14 billion, was progressing to plan with initial bids expected in the June quarter.

Doing this requires establishing a clear point of view on the trajectory of the health - care segments in which they compete, a candid assessment of the assets and capabilities they would need to win in those segments, and, most importantly, a detailed plan for how they could uniquely add value to any potential targets.

National Electric Vehicle Sweden, which acquired the assets of Saab Auto, plans to make electric cars at the iconic brand's Swedish factory.

MUFG, a Japanese banking giant, plans to launch a cryptocurrency in fiscal year 2018, as well as an exchange on which it will make the digital asset available.

The Monetary Authority of Singapore, which is the country's central bank, has no plans to ban cryptocurrency trading at the moment, though MAS does intend to eventually regulate digital asset exchanges and other entities to ensure AML / CFT compliance.

Aspire, a St. Petersburg, Fla. - based recordkeeper, is adding Managed DC to its platform, which serves 125,000 participants in 4,500 plans with $ 4 billion in assets, in November, said Pete Kirtland, president.

It was made possible when Congress wanted to give American workers another option for growing retirement assets and so allowed for a 401 (k) plan to invest in Qualified Employer Securities — which then allows the individual to fund a business.

Under the Bonus Plan, our compensation committee, in its sole discretion, determines the performance goals applicable to awards, which goals may include, without limitation: attainment of research and development milestones, sales bookings, business divestitures and acquisitions, cash flow, cash position, earnings (which may include any calculation of earnings, including but not limited to earnings before interest and taxes, earnings before taxes, earnings before interest, taxes, depreciation and amortization and net earnings), earnings per share, net income, net profit, net sales, operating cash flow, operating expenses, operating income, operating margin, overhead or other expense reduction, product defect measures, product release timelines, productivity, profit, return on assets, return on capital, return on equity, return on investment, return on sales, revenue, revenue growth, sales results, sales growth, stock price, time to market, total stockholder return, working capital, and individual objectives such as MBOs, peer reviews, or other subjective or objective criteria.

UBS, which has a comprehensive plan to further develop its asset management business in China, expects to follow the stock fund with other investment options including fixed income and alternatives

The survey, which aims to help plan sponsors understand the breadth of views and consulting services available within the defined contribution retirement market, included the participation of 77 consulting firms which represent 17,000 plan sponsors with over $ 4.4 trillion in plan assets.

Colonial, which recently announced plans to move its headquarters to Madrid from Barcelona, where Catalonia's local government is in turmoil over its attempt to split from Spain, said the transaction was fully financed through a combination of equity, bonds and the disposal of non-core assets.

Brookfield Asset Management declared that its board has authorized a stock buyback plan on Sunday, June 4th 2017, which allows the company to repurchase 82,960,000 shares, according to EventVestor.

There appears to have been an assumption that this disclosure is required, because these funds constitute «Designated Investment Alternatives,» a term defined by the applicable disclosure regulations as «an investment alternative designated by the plan into which participants and beneficiaries may direct the investment of assets held in, or contributed to, their individual accounts.»

PIMCO plans to introduce an ETF clone of Total Return Fund, which holds over $ 250 billion in assets.

This is expressed most directly in paragraph 156 of the complaint which argues that a «two percent annual flat fee on assets under management [as charged by an actively managed hedge fund seeking superior returns]... is not justified in the defined contribution plan context.»

Namdar plans to work with its partner, Mason Asset Management, which jointly invests with Namdar and manages its properties, on the bid.

Prior to joining the University in 1999, Mr. Lundberg held several positions with Ameritech's investment office, which was charged with overseeing $ 22 billion in pension and other plan assets.

The study was based on 121 plans, which had an average of $ 677,000 of assets.

When you roll over retirement plan assets, you're moving them from a group plan into an IRA (which generally offers greater investment flexibility).

Under the 2017 Plan, a change in control is defined to include (1) the acquisition by any person or company of more than 50 % of the combined voting power of our then outstanding stock, (2) a merger, consolidation, or similar transaction in which our stockholders immediately before the transaction do not own, directly or indirectly, more than 50 % of the combined voting power of the surviving entity (or the parent of the surviving entity), (3) a sale, lease, exclusive license, or other disposition of all or substantially all of our assets other than to an entity more than 50 % of the combined voting power of which is owned by our stockholders, and (4) an unapproved change in the majority of the board of directors.

Discover which five financial institutions will pay you a cash bonus or match when you roll over assets from an old 401 (k) or qualified retirement plan.

Equities are essentially 50 - year duration investments at current valuations, and even if investors are passive and don't hold any view about future market returns at all, one of the basic principles of financial planning is to align the duration of ones assets with the expected horizon over which the funds are expected to be spent.

Roper and other consumer advocates argue that conflicted advice is deeply engrained in the brokerage business model, echoing the concerns outlined in a recent leaked White House policy memo in which officials concluded that «the current regulatory environment creates perverse incentives that ultimately cost investors billions of dollars a year» in the form of unnecessary rollovers of 401 (k) plans into costly IRAs, and «excessive churning (repeated buying and selling) of retirement assets.»

Guideline has eliminated these fees, and only charges participants the cost to administer the plan, which, at 0.13 % of assets, is the lowest fund expense in the industry.

Even a 401 (k) rollover into an IRA — which would require exemption from the fiduciary rule using a Best Interest Contract Exemption (BICE) because it's expected to cost more than the 401 (k) plan — can improve the quality of a client's investments if the client couldn't access that asset in his or her 401 (k) plan, said Joe Taiber, managing partner at Taiber, Kosmala & Associates.

The rollover decision should reflect how the plan from which assets would be distributed stacks up in comparison to the proposed IRA in terms of investment options, fees and expenses, and services (such as advice planning tools).

Penn West Petroleum plans to use those proceeds to pay down debt, which when combined with other recent asset sales is expected to drop its debt down to C$ 600 million.

Advisors making recommendations to roll over plan assets to an IRA should also ensure that they conform with FINRA Notice 13 - 45 which means that the advice must be reasonably based on its suitability for the plan participant.

The fees are a «necessary evil,» she added, needed to «properly divide retirement assets, to properly assign the taxation of the benefits, and to avoid paying an early withdrawal penalty from a 401 (k) plan, which is incurred unless a QDRO is entered.»

Former JPMorgan executive Blythe Masters has also been leading a collaborative effort between IBM and start - up Digital Asset Holdings to explore similar ledger technology, while December saw the Securities and Exchange Commission approve a stock plan created by online retailer Overstock, in which businesses can issue and borrow securities using blockchain.

To determine which service is most appropriate for you, we consider how you plan to use the assets, how long you expect to hold them, your tax situation and your income needs.

Also in July, mining giant Glencore announced it was in talks with Ontario Teachers» Pension Plan for a 50:50 venture for its royalty assets (including a royalty for the Antamina copper - zinc mine in Peru, which was expected to fetch around $ 250 million).

Tax cuts always effect assets prices, regulations are estimated to account for up to 35 % of building new construction costs for homes in some locations and though federal deregulation may not impact local regulations as much it does have a multiplier effect on the economy just like a tax cut does and anticipation of an infrastructure plan the scale of this administration's, though it hasn't been passed, would also have an anticipatory effect on leading indicators like stocks and other commodities that raise costs, which we have already seen.

Although the Federal Reserve's main focus is not the dollar, which is the purview of the US Treasury Department, it had to know that its $ 600 billion asset - purchase plan would grease the greenback's skids.