In July 2019, the Auditing Standards advice of the American Institute of Certified Public Accountants (AICPA) has issued a revised statement on Auditing Standards No. 136 titled “Opinion and Report on the Financial Statements of Employee Benefit Plans Submitted to ERISA”. Originally slated to come into effect for tax periodsRead More →

In July 2019, the Auditing Standards advice of the American Institute of Certified Public Accountants (AICPA) has issued a revised statement on Auditing Standards No. 136 titled “Opinion and Report on the Financial Statements of Employee Benefit Plans Submitted to ERISA”. Originally slated to come into effect for tax periodsRead More →

HDFC Life recently unveiled its new policy, the HDFC Life Systematic Retirement Plan, to help investors manage their annual inflation-adjusted cost of living after retirement. It is an unrelated and non-participating individual / group deferred savings annuity plan that allows you to systematically build up your retirement savings while offeringRead More →

Henderson Park The transactions for the acquisition of Silverburn, a 100,000 m2 flagship shopping center in Glasgow, England, were exchanged as part of a joint venture as part of an off-market transaction. Hammerson And that Canada Pension Plan Investment Board For 140 million. See Who is Greherald. The acquisition wasRead More →

HDFC Life has launched the “HDFC Life Systematic Retirement Plan” – an individual, group, non-participating, untied and savings deferred annuity plan that systematically allows you to save for your retirement years. Why HDFC launched this plan HDFC Life said in its statement: “With increasing life expectancy and inflation in India,Read More →

The Standardbred Owners Association of New York (SOANY) is pleased to announce that its Board of Directors, chaired by SOANY Senior Vice President Peter Venaglia and SOANY’s other directors (Irv Atherton, Tom Ceraso, Joseph Faraldo, Raymond Schnittker, Jordan Stratton, Chris Wittstruck and Peter Younger) awarded more than $ 2.7 millionRead More →

On December 6, the United States Supreme Court heard oral arguments in the case Hughes v. Northwestern University. The issue at issue is whether the allegations that a defined contribution pension plan paid fees that significantly exceed the fees for other available investment products or services are sufficient to raiseRead More →

A regulatory effort under the radar could encourage investors to change the way they assess the risk of investments by private sector employee benefit plans governed by the Employees Retirement Income Security Act of 1974. In January, President Joe Biden issued a decree directing departments and executive agencies to reviewRead More →

Pandemics, political and political changes, volatile investment markets — another year under the belt. WealthManagement.com asked several pension industry leaders for their thoughts on the most important developments of the past year for plan advisors. Wealth Management: What do you think are the main developments that have affected the workRead More →

This year, according to Institute of Investment Companies. These include employer-sponsored retirement plans (both defined benefit and defined contribution plans), individual retirement accounts (IRAs), and annuities. Contributor Depositphotos.com/Depositphotos.com – MarketBeat That’s a lot of money. But do these numbers reflect the amount you have saved? Do you have your ducksRead More →

NEW YORK – (BUSINESS WIRE) – December 1, 2021– Bartholomew Consolidated School Corporation in Columbus, Ind. selected Fair, a leading financial services organization and primary franchise of Equitable Investments Inc. (NYSE: EQH ), as the sole provider of its 403 (b) and 401 (a) supplemental pension plans after a competitiveRead More →

NEW YORK – (BUSINESS WIRE) – December 1, 2021– Bartholomew Consolidated School Corporation in Columbus, Ind. selected Fair, a leading financial services organization and primary franchise of Equitable Investments Inc. (NYSE: EQH ), as the sole provider of its 403 (b) and 401 (a) supplemental pension plans after a competitiveRead More →

NEW YORK, December 01, 2021– (COMMERCIAL THREAD) – Bartholomew Consolidated School Corporation in Columbus, Ind. selected Fair, a leading financial services organization and primary franchise of Equitable Investments Inc. (NYSE: EQH), as the sole provider of its 403 (b) and 401 (a) supplemental pension plans after a competitive bidding process.Read More →

NEW YORK – (BUSINESS WIRE) – December 1, 2021– Bartholomew Consolidated School Corporation in Columbus, Ind. selected Fair, a leading financial services organization and primary franchise of Equitable Investments Inc. (NYSE: EQH ), as the sole provider of its 403 (b) and 401 (a) supplemental pension plans after a competitiveRead More →