plan asset in a sentence
1) This is the return on plan assets .
asset collocations
2) This basically covers theft of plan assets by a fiduciary.
3) The Organization has investment guidelines for plan assets .
plan asset example sentences
4) Management considers various factors to determine the expected return on plan assets .5) B. expected return on plan assets .
6) See note 8 for descriptions of the methodologies used to value plan assets .
7) Expected return on plan assets : is it conservative (low) enough?
8) On the left, we show the fair value of the plan assets .
9) The DOL has indicated that the fee may not be paid with plan assets .
10) Embezzlement: Theft from union plan assets which include pension, welfare or health plans.
11) The pension fund, or plan assets ,that are used to pay for retiree benefits.
12) Below is the part of the footnote that calculates the fair value of the plan assets .
13) Finally, benefits paid (or disbursements) to current retirees will reduce the plan assets .
14) Locate the funded status, or the fair value of plan assets minus projected benefit obligation. 2.
15) Plans with fewer participants and lower plan assets generally pay higher fees than large plans with more money invested.
example sentences with plan asset
16) There are also several flaws in the design of the management of the Ontario pension plan's assets .17) Plan AM values are averaged, weighted by plan assets , to obtain an AM value for the firm.
18) SFAS 158 did not change the existing criteria for measurement of periodic benefit costs, plan assets or benefit obligations.
19) The fact that a disqualified person could have benefited as a result of the use of plan assets was sufficient.
20) Spare family members the burden of paying both estate and income taxes by leaving retirement plan assets to a non-profit organization.
21) Many pension funds are fully funded only if you squint at the underlying assumptions regarding their expected return on plan assets .
22) An employer may terminate a single-employer plan under a standard termination if the plan's assets equal or exceed its liabilities.
23) Careful planning can minimize, or even eliminate, the taxes due on retirement plan assets during life and at death.
24) The current value of your stake in your company's pension plan should also be included as a retirement plan asset .
25) Have you arranged a trust fund for the plan assets or will you set up the plan solely with insurance contracts?
26) At least a dozen of our clients have plan assets well into the billions, many with over 100,000 active employees.
27) By subtracting the PBO from the fair value of the plan assets , you get the funded status of the plan.
28) Purchase fiduciary insurance . This is not an ERISA fidelity bond which is actually required coverage for all employees handling plan assets .
How to use plan asset in a sentence
29) The plan may not impose restrictions or conditions on the divestment of employer securities that are not imposed on other plan assets .30) This was a very complex legal project - involving an investment of nearly $800 million in pension plan assets - that implicated virtually every aspect of ERISA.
31) Q-11: If the plan purchases a bond to meet section 412's requirements, may the plan pay for the bond out of plan assets ?
32) The median long term rate of return on plan assets in our study is 7.5%, with a range of between 3.78% and 8.68%.
33) Your bequest to the Seminary may include gifts of cash, insurance, IRAs and pension plan assets , real estate, stocks and bonds, closely held stock or other assets.
34) Say one grandchild was college bound, but the other wasn't; 529 plan assets could be shifted to the one headed for college without penalty.
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