Sentences with phrase «savings plan products»

Investment and workplace savings plan products and services distributed through investment professionals are offered by:

Retail brokerage accounts and trading products and services, the FundsNetwork ® Program, and investment and workplace savings plan products and services offered directly to investors and plan sponsors are offered by:

You can also search for any disciplinary sanctions against a broker who may sell a 529 savings plan product, as well as information about his or her professional background and registration and licensing status, on Investor.gov.

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.

Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.

While this edict by the founders is important to Google stockholders, users of Google's products, and owners of other stocks — outright or in mutual funds or retirements savings plans — should also beware.

Registered Retirement Savings Plans (RRSPs) and Tax Free Savings Accounts (TFSAs) are the go - to products for Canadians who are serious about socking away some money for the future, whether it's for retirement or for a big purchase, like a house.

Products and services for employers and employee benefit plan participants, including 401 (k) s, pensions, stock plans, health savings accounts, and workplace managed accounts

However, despite a robust product offering, the company doesn't offer 529 college savings plans or custodial IRA accounts.

Taking advantage of your employer's retirement plan, such as a 401 (k) or savings products such as an Individual Retirement Account (IRA), can transform a small - but - regular contribution into a nest - egg for your future.

One of the largest life insurers in the United States, John Hancock supports approximately 10.7 million Americans with a broad range of financial products, including life insurance, annuities, investments, 401 (k) plans, and college savings plans.

Are today's retirement plan fiduciaries fulfilling their duty when they don't recommend the only product that guarantees lifetime income and protects savings from stock market losses?

Products certified under the COSMOS standard must have an environmental management plan that shows there are energy savings initiatives in place.

Leading the way through radical reforms to savings and retirement Insight into the Freedom and Choice reforms Action Plan to Government to address advice issues Work on standardising pension product language

Products included solutions ranging from low - cost insurance policies that would cover the entire family to education policies for children and comprehensive fixed - term plans for savings as well as insurance - cover.

Checking up on your long - term financial planning should include reviewing your current expenses, evaluating any debt balance, analyzing your savings accounts and ensuring you understand how the products in your retirement portfolio will help you achieve your goals.

Whatever your future plans and financial goals, Haverhill Bank has the savings product that will make your money work for you.

Established in 2005, Sallie Mae Bank provides education loans and savings products to students and their families as part of Sallie Mae's overall dedication to help students and families save, plan and pay for college.

ITN 17 - 04: Large Capitalization Growth Domestic Equity Investment Management Services for the Stanley G. Tate Florida Prepaid College Program and the Florida 529 Savings Plan The Florida Prepaid College Board is reviewing responses to an Invitation to Negotiate, ITN 17 - 04, from experienced and qualified Respondents to provide investment management services for the Board's Large Capitalization Growth Domestic Equity investment product for the Prepaid Plan and for the 529 Savings Plan.

However, certain products — including credit cards, checking accounts, savings accounts, CDs, life insurance, investments, and financial planning — are available to the public with no military connection.

You can have multiple financial products (eligible 529 college savings plans, student loans, and eligible savings accounts) linked to your Upromise account.

Keep in mind, these ratings are my opinion and comparable other similar financial products such as online brokerage account and retirement savings plans.

State Farm Bank offers a full menu of banking products, including checking and savings accounts, IRA CDs, traditional and Roth IRAs, health savings accounts, and educational savings plans.

We offer award - winning products and can help you maximize your savings so you can make the most of your retirement budget and plan for the life you want.

Products and services for employers and employee benefit plan participants, including 401 (k) s, pensions, stock plans, health savings accounts, and workplace managed accounts

At the end of the day, 529 college savings plan are still investment products.

Some banks even offer business banking products, investment vehicles like retirement accounts and college savings plans.

Just like any investment product, 529 college savings plans come with fees attached.

Protection products form the foundation of a sound college - funding program by ensuring that your college savings plan won't be lost if you die or become disabled.

Combined with the competitive APY on each deposit product, this variety of options makes CIT Bank a flexible choice for your savings plan.

Despite its lack of checking account products, CIT does provide a variety of high - rate CD products that offer more flexibility to your savings plan.

Fixed Annuities and Fixed Indexed Annuities are insurance products that offer guaranteed [3] rates of interest, protect your principle and interest from loss due to market downturns (assuming you don't make any early withdrawals), and can offer the advantages of tax - deferred savings when part of a retirement plan.

7 This product is also referred to as the CIBC RESP GIC when purchased within a Registered Education Savings Plan (RESP).

Ameriprise advisers are also compensated for selling 529 college - savings plans, variable annuities and other products.

Apart from life and health insurance it also offers savings and retirement plans, RRSPs, mutual and segregated funds, securities, auto and home insurance, mortgage loans and other financial products and services for both individuals and groups.

Canadians were scrambling to increase their exposure to foreign stocks and new investment products were being created daily to help skirt the 30 - per - cent foreign content limit on registered retirement savings plan accounts (remember clone funds?).

Amarasooriya said he hopes the course also includes a basic understanding of financial products like Tax - Free Savings Accounts (TFSAs) Registered Retirement Savings Plans (RRSPs) and mortgages, as well as a basic grounding in saving and compound interest.

Contributing to your employer's 401 (k) plan or other savings products such as Individual Retirement Accounts (IRAs) can turn your regular contributions into a reliable source of income in retirement.

HSBC Choice Checking $ 200 Welcome Deposit: For this offer, New Money is defined as deposits not previously held by any member of the HSBC Group in the U.S. Accounts / Assets that are ineligible for New Money include: insurance products; fixed and variable annuities; 529 College Savings Plans; any retirement accounts including but not limited to IRAs, Keogh, Simple IRAs, and 401 (k) Plans; UTMA and UGMA accounts; commercial accounts; and revocable or irrevocable trust accounts and estate accounts.

In addition to life insurance, MetLife also offers a variety of fixed and variable annuities, as well as a number of investment and other retirement savings and planning products.

U.S. Accounts / Assets that are ineligible include: insurance products; fixed and variable annuities; 529 College Savings Plans; any retirement accounts including but not limited to IRAs, Keogh, Simple IRAs, and 401 (k) Plans; UTMA and UGMA; commercial accounts; and revocable or irrevocable trust accounts.

In addition, pursuant to the Selling or Distribution Agreement, any of your websites or other marketing information that mentions Franklin Templeton or our products or services or Section 529 college savings plans distributed by us must be sent to us for our approval (unless we furnished the material).

Synchrony Bank offers high yield savings accounts, CDs and many other deposit products, and its award - winning deposit products can help young adults develop savings plans for their futures.

All that is needed is an update on which line of products we can get the savings during the purchase and a set of plan on which things to buy and when.

They include investment and savings products designed for and available exclusively to lawyers, their staff, and their families, RRSPs, TFSAs, individual banking services, and group RRSP plans for law firms.

Kennedy says all of those factors bring recognition to the need for «bespoke tax planning» and a movement away from tax - savings products or traditional off - the - shelf planning.

One of Savings Bank Life Insurance's strongest selling products from its array of options is its guaranteed level term life insurance plan.

It has added a number of different insurance and financial products to its lineup, including life insurance, mutual funds, savings and retirement planning services, and investment and portfolio management.

In a piece for the New Jersey Star - Ledger, Karin Mueller said many aging Americans are planning for their retirement with savings, life insurance, annuities and other financial products to avoid hardship.

The company sells a lot of savings plans and so has lot of death claims in those products.