Sentences with phrase «plan distribution as»

Most clients view a retirement plan distribution as an event that is likely to result in an undesirable tax hit — especially when that distribution is a required minimum distribution (RMD), which must be taken regardless of whether the client actually needs the income.

Not exact matches

David Reyes is founder of Reyes Financial Architecture of La Jolla, Calif., a Registered Investment Advisory firm that acts as a fiduciary and specializes in portfolio risk management strategies, retirement income distribution and Social Security planning.

So, as you craft each piece of content, consider your distribution plan.

Investors bought into CEO Hubert Joly's «Renew Blue» turnaround plan, which involves improving the electronics retailer's e-commerce experience, setting up partnerships with Microsoft and Samsung to create «stores within stores,» and streamlining its overall operations so it can use its retail locations as a distribution network for online sales.

In addition to the fixed cost of setting up a trust for the assets to be shared, companies must create a written plan and communicate it to employees, as well as develop a recordkeeping system that accounts for earnings, losses, expenses and distributions, according to the Department of Labor.

With the deadline looming to win a regulatory approval that seemed unlikely for the $ 9.4 billion deal, first announced almost two years ago, Walgreens said on Thursday it was scrapping the planned acquisition of Rite Aid as a whole and would instead simply buy 2,186 Rite Aid stores, or about 45 % of its fleet, three distribution centers, and related Rite Aid inventory for $ 5.175 billion.

Except as described below, awards under the 2014 Plan generally are not transferable by the recipient other than by will or the laws of descent and distribution, and stock options and stock appreciation rights are generally exercisable, during the recipient's lifetime, only by the recipient.

Under these regulations, employer contributions to a plan would be able to qualify as QMACs or QNECs if they satisfy applicable nonforfeitability and distribution requirements at the time they are allocated to participants» accounts, but need not meet these requirements when they are contributed to the plan.

When my team is planning out a content campaign, we put as much thought into the distribution of that content as we do into the campaign development.

The following benefits are not subject to the HP Severance Policy, either because they have been previously earned or accrued by the employee or because they are consistent with Company Practices: (i) compensation and benefits earned, accrued, deferred or otherwise provided for employment services rendered on or prior to the date of termination of employment pursuant to bonus, retirement, deferred compensation or other benefit plans, e.g., 401 (k) plan distributions, payments pursuant to retirement plans, distributions under deferred compensation plans or payments for accrued benefits such as unused vacation days, and any amounts earned with respect to such compensation and benefits in accordance with the terms of the applicable plan; (ii) payments of prorated portions of bonuses or prorated long - term incentive payments that are consistent with Company Practices; (iii) acceleration of the vesting of stock options, stock appreciation rights, restricted stock, restricted stock units or long - term cash incentives that is consistent with Company Practices; (iv) payments or benefits required to be provided by law; and (v) benefits and perquisites provided in accordance with the terms of any benefit plan, program or arrangement sponsored by HP or its affiliates that are consistent with Company Practices.

The Company's board of directors also approved an additional distribution to its members, to the extent the gross proceeds of the Company's planned initial public offering exceed the anticipated gross proceeds (including as a result of the exercise by the underwriters of their option to purchase additional shares of Class A common stock), in an amount equal to the product of (A) the increased gross proceeds and (B) 0.273, to be paid from the proceeds of the Company's planned initial public offering.

At age 70.5, you'll have to start taking required minimum distributions from certain types of retirement accounts: profit - sharing, 401 (k), 403 (b), 457 (b) and Roth 401 (k) plans, as well as traditional, SEP and SIMPLE IRAs (but not Roth IRAs).

It would be tempting then, for the advisor to encourage the plan's participants to roll over their account balances to IRAs as soon as they become eligible to take a distribution from the plan.

We plan distributions of foreign earnings based on projected cash flow needs as well as the working capital and long - term investment requirements of our foreign subsidiaries and our domestic operations.

Since they are classified as payments, refundable tax credits can also help offset your self - employment tax and qualified retirement plan distribution tax.

As with required lifetime distributions, proper planning for required post-death distributions is essential.

Required minimum distributions, often referred to as RMDs or minimum required distributions, are withdrawals that the federal government requires you to take annually from traditional individual retirement accounts (IRAs) and employer - sponsored retirement plans after you reach age 70 1/2 (or, in some cases, after you retire).

Tax - advantaged retirement plans such as 401 (k) s and IRAs (Traditional or Roth) are considered tax shelters because they allow individuals either to contribute pretax dollars, get tax - deferred growth on their investments and pay tax on distributions in retirement — or contribute post-tax dollars, get tax - deferred growth and take tax - free distributions in retirement.

His background includes positions in shipping, refining, marketing, distribution, oil trading and gas as well as finance and strategic planning at the corporate executive level.

In an advisor - structured plan, the bond fund would serve as a stabilizer in a multi-asset portfolio from which the retiree would take distributions in the early retirement years, he says.

As a lump - sum distribution, the PLOP is fully taxable, unless it is rolled over to a qualified plan or IRA and, like monthly benefits, may be subject to court orders, such as division of property orders and support withholding orders, if applicablAs a lump - sum distribution, the PLOP is fully taxable, unless it is rolled over to a qualified plan or IRA and, like monthly benefits, may be subject to court orders, such as division of property orders and support withholding orders, if applicablas division of property orders and support withholding orders, if applicable.

plans, e.g., 401 (k) Plan distributions, payments pursuant to retirement plans, distributions under deferred compensation plans or payments for accrued benefits such as unused vacation days, and any amounts earned with respect to such compensation and benefits in accordance with the terms of the applicable plan; (ii) payments of prorated portions of bonuses or prorated long - term incentive payments that are consistent with Company Practices; (iii) acceleration of the vesting of stock options, stock appreciation rights, restricted stock, restricted stock units or long - term cash incentives that is consistent with Company Practices; (iv) payments or benefits required to be provided by law; and (v) benefits and perquisites provided in accordance with the terms of any benefit plan, program or arrangement sponsored by HP or its affiliates that are consistent with Company PractiPlan distributions, payments pursuant to retirement plans, distributions under deferred compensation plans or payments for accrued benefits such as unused vacation days, and any amounts earned with respect to such compensation and benefits in accordance with the terms of the applicable plan; (ii) payments of prorated portions of bonuses or prorated long - term incentive payments that are consistent with Company Practices; (iii) acceleration of the vesting of stock options, stock appreciation rights, restricted stock, restricted stock units or long - term cash incentives that is consistent with Company Practices; (iv) payments or benefits required to be provided by law; and (v) benefits and perquisites provided in accordance with the terms of any benefit plan, program or arrangement sponsored by HP or its affiliates that are consistent with Company Practiplan; (ii) payments of prorated portions of bonuses or prorated long - term incentive payments that are consistent with Company Practices; (iii) acceleration of the vesting of stock options, stock appreciation rights, restricted stock, restricted stock units or long - term cash incentives that is consistent with Company Practices; (iv) payments or benefits required to be provided by law; and (v) benefits and perquisites provided in accordance with the terms of any benefit plan, program or arrangement sponsored by HP or its affiliates that are consistent with Company Practiplan, program or arrangement sponsored by HP or its affiliates that are consistent with Company Practices.

Authorized Participants are cautioned that some of their activities will result in their being deemed participants in a distribution in a manner which would render them statutory underwriters and subject them to the prospectus - delivery and liability provisions of the Securities Act of 1933, as amended («Securities Act»), as described in «Plan of Distribudistribution in a manner which would render them statutory underwriters and subject them to the prospectus - delivery and liability provisions of the Securities Act of 1933, as amended («Securities Act»), as described in «Plan of DistributionDistribution.»

The following benefits are not subject to the HP Severance Policy, either because they have been previously earned or accrued by the employee or because they are consistent with Company Practices: (i) compensation and benefits earned, accrued, deferred or otherwise provided for employment services rendered on or prior to the date of termination of employment pursuant to bonus, retirement, deferred compensation or other benefit plans, e.g., 401 (k) plan distributions, payments pursuant to retirement plans, distributions under deferred compensation plans or payments for accrued benefits such as unused vacation days, and any amounts earned with respect to such compensation and benefits in accordance with the terms of the applicable plan; (ii) payments of prorated portions of bonuses or prorated long - term incentive payments that are consistent with Company Practices; (iii) acceleration of the vesting of stock options, stock appreciation rights, restricted stock, restricted stock units or long - term cash incentives that is consistent with Company Practices; (iv) payments or benefits required to be provided by law; and

We also offer Pro Level Branded and Co-Branded Meal Plans for Gyms and Health Care Professionals as well as Co-Branded Professional Distribution Licenses for our Quickstart Guide and Paleo Challenge eBook.

With a growing Midwest footprint, ready - to - drink (RTD) cold brew coffee brand Blackeye Roasting Co. said it has «aggressive» plans to triple its distribution to 30 states by the end of 2018 and sees c - stores as its secret weapon to reaching a new base...

The new look for Shaka Tea — created by McLean Design — will debut at the Natural Products Expo West show, said Hughes, who recently appointed Tony Giannini as director of national sales as the brand gears up to announce «national distribution plans, launching in Q2 with one of the top distributors across the continental US.»

Beyond supply chain distribution capabilities, SYSPRO provides deep functionality for manufacturers, including managing inventory levels to optimize the competing demands of availability versus cost, defining bills of materials, calculating lead and elapsed times as well as order quantities, planning and scheduling of production, material requirements and capacity planning, managing work - in - progress, integrating with CAD and shop - floor data collection systems and cost control and tracking.

They do plan to do some hiring, however, because in a few months Slap Ya Mama will expand into a new, 40,000square - foot warehouse that will serve as its central distribution center.

For 2018, the plan is to expand distribution and drive growth through innovation of new brands such as Manta Ray imperial IPA, Bonito blonde ale, Sea Rose tart cherry wheat ale and Red Velvet oatmeal stout.

Retailer Aldi has outlined plans to invest another $ 700 million building two distribution centres and as many as 130 stores in Western Australia and South Australia, but hosed down fears of a price war.

BUILDING an efficient packaging and distribution plan before opening its doors is proving as important as making a high quality product for one of Australia's fastest growing craft breweries.

Distribution is planned worldwide including countries such as England, Spain, the United States, and Australia.

This would not be such a problem if it didn't seem to part of our game plan to use him as a major distribution outlet every time he plays.

It also includes the responsibility to meet budgetary limitations, conduct performance improvement plans, establish enteral formulary, oversee all formula purchase, preparation and distribution as well as oversee and coordinate lactation services for in - patient care and employees.

There are many ways to become involved with Carry the Future as we are continually running drives, planning our next distribution phases, collecting donations for much needed aid and mobilizing to deliver the carriers, baby beds and diapers to families in need.

The PSMP aims to accelerate private sector workplace investments in malaria prevention as it will support employers by facilitating cost - effective Insecticide Treated Net (ITN) distribution plans while providing workplace malaria education sessions for company staff and community members.

This high - end content is where the story is designed as part of a complex communications strategy, and the material is planned to be used in various distribution avenues to intentionally reach a wide audience.

He asked Shah whether the Cuomo Administration plan would allow for distribution of an oil based derivative, known as Charlotte's Web, which is used in many other states for a previously untreatable form of severe epilepsy.

Bronx Borough President Ruben Diaz Jr. praised the speech, which included a number of initiatives focused on the South Bronx, including a plan to begin retrofitting trucks to meet new environmental standards in the neighborhood and using the Hunts Point Distribution Center as an anchor to draw more food manufacturing companies.

Last week, the company announced plans to take on another 2,000 employees in the next three years as it opens a new distribution center on Staten Island and an office building in the Hudson Yards.

Instead of eliminating production days as planned, the Syracuse Post-Standard will reduce home delivery to three days a week, but continue to be printed every day for selected retail and newsstand distribution.

The target area for the plan includes the lower Hudson Valley, New York City and Long Island, and includes the distribution of 100,000 larvicide tablets, as well as protection kits to pregnant women and caregivers.

He asked Shah whether the Cuomo administration plan would allow for distribution of an oil based derivative, known as Charlotte's Web, which is used in many other states for a previously untreatable form of severe epilepsy.

Projections of required contributions will vary by employer depending on factors such as retirement plans, salaries and the distribution of their employees among the six retirement tiers.

The company is planning to use a 128,000 - square foot building at the site to serve as corporate headquarters and include a warehouse and distribution center.

As part of our plan we will make Erie County a destination for Canadian companies looking to expand into the U.S. and a primary location along the U.S. — Canadian border for the distribution of domestic and international goods.

In a Global Malaria Action Plan, the international partnership on malaria control known as Roll Back Malaria set a goal to distribute around 300 million LLINs in Africa through free mass distribution during 2008 - 2010, in order to cover all sleeping sites in malaria - transmission regions.

As Meeks and Jeste continue developing their model of wisdom in the brain, they plan to study the distribution of wisdom in the general population and examine brain - damaged individuals to confirm the regions involved.

Decision theory — the tool of management that suggests making optimal choices by summing discounted future values over the probability distribution of all possible outcomes — is of limited usefulness, as are businesses» five - year plans.