Sentences with phrase «retirement plan operations»

Not exact matches

EP Fellows in the New Orleans area work on strategic projects that make a difference, including: growth plans for expanding charter management organizations ARISE Schools and KIPP New Orleans, financial analysis of teacher retirement plans for Algiers Charter School Association, family engagement strategies for Bricolage Academy, and hands - on operations work for ReNEW Schools and Crescent City Schools.

to take any action otherwise prohibited under subsections (a), (b), (c), or (e) of this section where age is a bona fide occupational qualification reasonably necessary to the normal operation of the particular business, or where differentiation is based on reasonable factors other than age; to observe the terms of a bona fide seniority system or any bona fide employee benefit plan such as a retirement, pension, or insurance plan, which is not a subterfuge to evade the purposes of this Act, except that no such employee benefit plan shall excuse the failure to hire any individual; or to discharge or otherwise discipline an individual for good cause

Causeway began operations in June 2001, and manages assets on behalf of corporations, pension plans, public retirement plans, Taft - Hartley pension plans, endowments and foundations, mutual funds, charities, superannuation, sovereign wealth funds, private funds and trusts, wrap fee programs and other institutions located in the US, Canada and overseas.

Shutdown Benefit (for Single - Employer Plans only)- An early retirement benefit offered by plan that becomes payable when all or substantially all of an employer's operations at a facility end, resulting in a loss of jobs that is expected to be permanent for all or substantially all of the employees at that facility who are plan participants.

FitzPatrick was slated for retirement until the PSC decision; afterward, owner Entergy agreed to sell it to Exelon, which announced plans to continue operations.

In British Columbia, differentiation on the basis of age, sex, marital status, physical or mental disability, is allowed only if it relates to the operation of a bona fide retirement, superannuation and pension or employee insurance plan or, in the case of age, a bona fide seniority system.

Many law firms today seem to be run as if they expect to wind down operations and cash out their equity shareholders in about five years» time, leaving leadership voids, unfunded retirement plans, and unmet mentorship needs behind them.

Substitute «bankruptcy lawyer» for «family lawyer» and tweak the list of necessary fields of law to master to include business, formation and operation; retirement planning; household budgeting, etc. and you get an overview of what an accomplished bankruptcy lawyer needs to know.

Lincoln Financial Group's business operations are divided into four segments including life insurance, annuities, group protection and retirement plan services.

Its primary operations are divided into various products, including life insurance, annuities, retirement plan services, and group protection.

Actuary: A professional person trained in mathematics, statistics, and legal - accounting methods, and principles of the operation of insurance, annuities and retirement plans.

Bank Teller — United AC Bank, Atlantic City, NJ — 2/2007 — 3/2012 • Received Employee of the Year for excellent customer service, noted by consistent name references in customer reviews • Educated customers on financial services, computer account access, and mobile apps for their convenience • Recommended relevant bank products and services when appropriate, setting a record in service referrals and exceeding the company's promotion profit goals by 10 percent • Processed automated teller transactions, night deposits, and loan and retirement plan payments on a day - to - day basis • Provided the head manager with daily cash supply orders to maintain sufficient funds for successful operations every day • Counted and sorted currency by hand and with counting equipment in order to ship to other branch locations

Summary A client focused leader with over twenty years of high level expertise in retirement plan relationship management, operations, people management, and client service.

Ensured maintenance of Plan Documents for effective operations of client retirement plans.

Professional Experience TIAA - CREF (New York, NY) 3/2006 — 7/2010 Institutional Client Relationship Manager • Administered retirement plan benefits ensuring accurate, timely, and legally compliant operations • Hired, trained, and supervised junior financial services staff • Proficient in interpretation and application of IRS, ERISA, and related regulatory schemes • Created and implemented client training program to ensure understanding of company products • Assisted external auditors guaranteeing comprehensive and accurate analysis of business health • Prepared and presented annual benefits report to CFO, senior leadership, and benefits staff • Represented company at industry events, product demonstrations, and annual benefit fairs • Provided exceptional customer service resulting in client satisfaction and repeat business

Rather than whether a ROBS transaction is authorized, the focus of the IRS's compliance - related concerns has been on the ongoing operation of the plan — such as not filing the Form 5500, not communicating the plan to new employees, etc. (Note: while the IRS is also concerned that individuals may be putting their retirement savings at risk the IRS clearly acknowledges that this risk is not a compliance issue but rather an investment risk)