Sentences with phrase «retirement plan trustees»

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.

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

Not exact matches

Any entity over which you or a Family Member has (have) individual or shared authority, as principal, has investment discretion and control (for example, an UGMA / UTMA account for a child on which you or a Family Member is the custodian, a trust on which you or a Family Member is the trustee, a business account [not to include retirement plans] for your solely owned business [or the solely owned business of a Family Member] on which you or a Family Member is the authorized signer);

When you invest in our Franklin, Templeton and Franklin Mutual Series Funds or establish a retirement plan with FTB&T as trustee, you provide us with your non-public personal information.

The retirement plan administrator or trustee handles the plan's recordkeeping and tax reporting services.

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.

Because employer - sponsored retirement plans like 401 (k) s are directly managed by an investment trustee, you can not put the assets under the control of the robo advisor.

Years of service buy backs can be paid in a lump sum, with installment payments or by direct trustee - to - trustee rollovers from another eligible retirement plan.

Evidence of the name (s) of the trustee or trustees who is / are empowered to act on behalf of the retirement plan.

Since the retirement plan is the beneficiary, the accumulated value will be paid to the trustee (s) of the retirement plan, which will use the proceeds as required by the terms of the trust document.

A business can insure the individuals who act as fiduciaries of a qualified retirement plan, such as the company's directors, officers, employees and other natural person trustees.

Products include concierge banking, trust and estate planning, portfolio management, trustee services, and retirement plan services such as 401 (k), 403b, 457, profit sharing and pension plans.

Once the IRS qualifies you for the waiver, you send a self - certification letter to your retirement plan's administrator or trustee (who is receiving the rollover) to inform them that you qualify to be excused from the penalties.

Consider a trustee - to - trustee transfer to an IRA vs a lump - sum distribution from a workplace retirement plan.

The retirement plan administrator or trustee handles the plan's recordkeeping and tax reporting services.

There may even be some of us out there who don't even know that we were a trustee (anyone own a business with a 401 (k) retirement plan?).

There are a number of options for moving retirement assets from one institution to another and from one plan to another, such as trustee - to - trustee transfers and direct rollovers and indirect (60 - day) rollovers.

Trustees of «critical» status plans have a limited ability to adjust some benefits, but can not reduce benefits below the accrued benefit payable at normal retirement age.

A tax levied on dividends paid abroad or levied by the trustee of a retirement savings plan on early encashment or other withdrawals within a certain time frame.

Maggie Lowe, director of personal financial planning at the firm, says using the new rules enabled the trustees in a recent case she was involved in to increase the cash equivalent transfer values by 27 %, increasing estimated retirement income for both parties.

Counsel to retirement committees and / or pension fund trustees, particularly in the context of pension plan terminations.

She advises corporations, boards of trustees, plan administrators and internal pension and benefits committees on all areas of pension and employee benefits law including plan and fund administration, governance issues and retirement fund investment.

As a pre-eminent full - service, national law firm, we act for a range of participants in retirement income and employee benefits arrangements, including plan administrators, employers, boards of directors, trustees, regulators, investment managers and plan beneficiaries.

Evidence of the name (s) of the trustee or trustees who is / are empowered to act on behalf of the retirement plan.

Since the retirement plan is the beneficiary, the accumulated value will be paid to the trustee (s) of the retirement plan, which will use the proceeds as required by the terms of the trust document.

A beneficiary is an individual, institution, trustee, or estate which receives, or may become eligible to receive, benefits under a will, insurance policy, retirement plan, trust, annuity, or other contract.