Sentences with phrase «plan trustee»
A "plan trustee" is a person or entity who is responsible for overseeing and managing a specific plan, such as a retirement plan. They ensure that the plan is being carried out according to the rules, make decisions on how the plan's assets are invested, and look after the best interests of the plan participants. Full definition
The law establishes the rules which retirement plan trustees need to abide by.
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Coordinated with plan trustees, actuaries, and external consultants to resolve participant issues and administer plans.
CWT offers trust services including registered plan trustee services to brokerage firms and custody and trustee services to corporations that offer employee retirement and pension plans.
Water rates in Orland Park will be going up in the coming years, but next year's property tax levy will stay flat, under plans trustees approved Monday.
For reasons beyond the scope of this discussion, corporate retirement plan trustees choose Fidelity more often than they choose Vanguard.
I think the «asset based fees» are a TOTAL rip - off and question the wisdom of 401k plan trustees who permit / inflict it on the employees.
We help plan trustees fulfill their fiduciary responsibility and ensure they understand ERISA regulations.
Additionally, Lars defends plan trustees, fiduciaries, companies and their board members, and service providers in investigations opened by the Department of Labor and in enforcement proceedings instituted by the agency.
Pension and Benefit Law — Advising pension and health and welfare plan trustees, and conducting benefit litigation.
For legal plan trustees, we have our annual ERISA fiduciary responsibility legal update, a special trustee roundtable, plus some special sessions geared just to you.
Our attorneys assist employers and plan fiduciaries, including pension plan trustees, in litigation matters, such as claims for plan benefits and claims for breach of fiduciary duties.
Fidelity's massive marketing blitz imbues its funds with an aura of specialness that, though it doesn't deliver the goods, makes retirement plan trustees and investors feel comfortable.
The plan trustee must keep close tabs on the performance of all mutual funds in the plan.
Since the prime rate is currently 4 %, if your plan trustee provides an interest charge of the prime rate plus 1 %, the rate on your loan will be 5 %.
THAT NYSUT establish a task force which shall include member - participants in each of the public retirement systems, including the retirement plan trustees, if applicable, to discuss possible methods, including legislation, to harness and use public pension plan resources to improve poor labor practices and to provide workers the right to organize and bargain collectively in enterprises controlled by private equity funds, as well as other corporate interests; and
Poorly performing funds are less likely to be removed from and more likely to be added to a 401 (k) menu if they are affiliated with the plan trustee, according to «It Pays to Set the Menu: Mutual Fund Investment Options in 401 (k) Plans.»
Also named as a defendant in the lawsuit is the plan trustee, Northern Trust Company.
Open one pooled account where the plan trustee (s) or administrator directs the investment activity for the entire plan.
The plan trustee (s) can also request that E * TRADE provide the plan participant (s) duplicate copies of trade confirmations and account statements.
One pooled account may be opened where the plan trustee or administrator directs the investment activity for the entire plan.
Plan fiduciaries typically include plan trustees, plan administrators, and members of a plan's investment committee.
Columbus, who chaired his former firm's bankruptcy group, focuses his practice primarily on business reorganization matters and out - of - court debt restructurings in a wide range of matters for a diverse group of clients, including banks and other financial institutions, secured creditors, unsecured creditors, creditor committees, debtors, plan trustees and buyers of distressed assets.
This practice group handles all types of ERISA litigation, including IRS audits, DOL investigations, claims for benefits and claims for breach of fiduciary duty by plan sponsors, plan administrative committees and plan trustees.
Further, the plan trustee has some discretion in deciding what kind of insurance to include in the plan.