Law 360 M&A

OCTOBER 6, 2023

s pensions compensation program has acquired a private forest management business in the Australian state of Tasmania and a 170,000-hectare estate as part of a consortium of pension companies.

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Law 360 M&A

JULY 3, 2023

Canadian public pension OMERS and Dutch pension ABP said Monday they have teamed up under guidance from Allen & Overy LLP in an agreement to buy Netherlands-based energy provider Kenter from Alliander Corporate Ventures.

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Law 360 M&A

FEBRUARY 13, 2023

NatWest Group PLC said on Tuesday that it will buy a majority stake in Cushon, a pensions technology company, for £144 million ($176 million), to enable the bank to offer new savings products to commercial clients.

Banking 52

Banking Technology 52

Business Wire M&A

APRIL 14, 2023

PITTSBURGH--(BUSINESS WIRE)--Alcoa Corporation today announced the purchase of group annuity contracts that will facilitate the transfer of approximately $235 million of pension obligations and assets associated with defined benefit pension plans for certain Canadian retirees and beneficiaries.

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Benzinga

SEPTEMBER 19, 2022

19, 2022 (GLOBE NEWSWIRE) -- Risk Strategies , a leading national specialty insurance brokerage and risk management firm, today announced the acquisition of Standard Pension Services, LLC, bolstering the firm's capabilities and expertise in a number of financial services offerings. BOSTON, Sept. Terms of the deal were not announced.

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Law 360 M&A

FEBRUARY 14, 2023

million in pension obligations assumed in a merger from the federal government, saying a lower court judge had wrongly found the claims time-barred. Defense contractor Textron Aviation Defense is asking the Federal Circuit to reinstate its suit to collect $19.4

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Law 360 M&A

MARCH 20, 2023

of shorting married pensioners on their retirement benefits through botched calculations of lump-sum distributions urged a Nevada federal court to deny the company's motion to dismiss her proposed ERISA class action. A retired flight attendant accusing Delta Air Lines Inc.

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Law 360 M&A

AUGUST 26, 2022

Australian financial services giant Link Group said on Friday that it will buy HS Pensions, a retirement savings administrator, as it plans a wider expansion in the U.K.

Marketability 40

Marketability 40

Financial Analyst Insider

JUNE 23, 2022

The post 4 Reasons Why You Need a Pension Plan and Life Insurance appeared first on Financial Analyst Insider. As the classic quote goes, life is like a box of chocolates. You never know what the next day will bring you or how your.

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ThomsonReuters

OCTOBER 28, 2021

The first considers whether rehiring retired plan participants to fulfill needs related to the COVID-19 pandemic jeopardizes the tax qualification of a pension plan that does not permit in-service distributions. The second new FAQ considers whether a pension plan could allow in-service distributions. Contributing Editors: EBIA Staff.

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Law 360 M&A

SEPTEMBER 19, 2022

A Detroit municipal pension fund wants to inspect Zendesk Inc.'s s records, alleging in the Delaware Court of Chancery that the software service's quest to go private with a group of private equity firms is unfair to investors and clouded by possible conflicts of interest.

Private Equity Firm 40

Private Equity Firm Equity 40

Benzinga

MARCH 7, 2023

On March 6, Qualtrics disclosed receiving a bid from Silver Lake and Canada Pension Plan to acquire all outstanding shares of Qualtrics for $18.15 Piper Sandler analyst Brent Bracelin maintains Qualtrics International Inc (NASDAQ: XM ) with an Overweight, raising the price target from $16 to $18.15. per share in cash.

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Private Debt Investor

MARCH 22, 2022

Pensioenfonds Detailhandel, a pension fund for the retail sector in the Netherlands, is backing the French fund manager’s impact lending strategy.

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Financial Times M&A

NOVEMBER 24, 2023

Deal could pave way for sale of pharmacy chain

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Harvard Corporate Governance

MARCH 14, 2023

In particular, a key target of political attention has been investment managers’ and pension fund fiduciaries’ consideration of ESG factors in their investment-related decisions.

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267

Harvard Corporate Governance

APRIL 10, 2024

While the case, West Palm Beach Firefighters’ Pension Fund v. Moelis & Co. , 2023-0309-JTL (Del. February 23, 2024), may be appealed by the defendant, the opinion provides important guidance for corporate planners when crafting agreements pertaining to internal governance of a Delaware corporation.

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193

Harvard Corporate Governance

MARCH 10, 2023

For this eighth edition, we interviewed dozens of global institutional investors, shareholder activists, pension fund managers, regulators, proxy advisors, and other corporate governance professionals to identify the most pressing corporate governance issues that boards and directors are likely to confront in 2023 and beyond.

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Global Finance

AUGUST 31, 2022

Intel will retain majority ownership of new chipmaking factories in Arizona but will split the revenue with Brookfield Asset Management.

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Harvard Corporate Governance

OCTOBER 25, 2022

The growing divide in the ESG regulatory landscape between states became clear with the passage of legislation in Maine and Texas in 2021, which adopted contradictory ESG policies for state pension fund investments. ideological interests.

Banking 177

Banking 177

Financial Times M&A

JUNE 20, 2023

Investment Management Corporation of Ontario to boost Swedish battery start-up’s international expansion

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Harvard Corporate Governance

MARCH 20, 2024

Key Points In West Palm Beach Firefighters’ Pension Fund v. Summary On February 23, 2024, Vice Chancellor Travis Laster of the Delaware Court of Chancery issued his 131-page decision in West Palm Beach Firefighters’ Pension Fund v. Moelis & Co. , 2023-0309-JTL (Del. Moelis & Co. , 2023-0309-JTL.

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IVSC

APRIL 24, 2024

Darren Sullivan, CPA, CA, CFA Standards Review Board Director of Valuation, Ontario Teachers’ Pension Plan (OTPP) Edwina Tam Business & Intangible Assets Board Senior Managing Director, FTI The post International Valuation Standards Council Announces Board Appointments appeared first on International Valuation Standards Council.

Intangible Assets 130

Intangible Assets Business Valuation Appraisal Marketability 130

Business Wire M&A

APRIL 3, 2023

Mercer a également annoncé aujourd'hui la finalisation de l'acquisition d'Advance Asset Management Limited, ce qui lui permet d'ac

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52

Financial Times M&A

MARCH 6, 2023

Deal for survey software group would be one of largest this year

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Harvard Corporate Governance

DECEMBER 18, 2023

It has 738 asset owner signatories, including the largest in the world, the Government Pension Investment Fund (GPIF) of Japan. Normal 0 false false false EN-US JA X-NONE The Principles of Responsible Investment (PRI) is the largest responsible investor network globally.

Finance 214

Finance 214

Harvard Corporate Governance

JULY 8, 2022

Jon has been the investment advisor or a trustee for more than $100 billion (including New York City’s pension funds) and has consulted to institutional investors with aggregate assets of $1 trillion dollars. He served for more than a decade as the executive director of the IRRC Institute, which researched capital market issues.

Marketability 213

Marketability 213

Reynolds Holding

APRIL 9, 2024

Goldblatt denied motions filed by multiemployer pension funds to arbitrate debtors’ objections to pension withdrawal liability claims in the United States Bankruptcy Court for the District of Delaware. billion in withdrawal liability under the MPPAA, and other pension plans filed similar proofs totaling $1.5 Judge Craig T.

Equity 45

Equity 45

Harvard Corporate Governance

DECEMBER 9, 2022

How Peter Drucker Revolutionized Canada’s Public Sector Pension System: Lessons for Americans. Tags: 1990 Teachers’ Pension Act , Board Selection , Canada , Drucker , OTPP , Pension , The Economist. Posted by Keith Ambachtsheer, KPA Advisory Services, on Thursday, December 8, 2022.

Compliance 220

Compliance Marketability 220

ThomsonReuters

APRIL 25, 2024

While some states fully exempt retirement income from taxation, others impose different degrees of taxation on distributions from pensions, IRAs, 401(k) plans, military retirement income, and Social Security benefits. Most states do not tax Social Security benefits; a few tax 401(k) plans and IRA distributions but not pensions.

Dividends 52

Dividends 52

Harvard Corporate Governance

APRIL 4, 2024

Asset owners, such as pension plans, sovereign wealth funds, and endowments and foundations, typically allocate their investments to asset managers based on expected performance, risk, and other key characteristics. Strine, Jr.; and Will Nasdaq’s Diversity Rules Harm Investors? discussed on the Forum here ) by Jesse M.

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161

Financial Times M&A

SEPTEMBER 5, 2023

Canadian pension fund agrees to buy holding from Caledonia Investments for £255mn

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Law 360 M&A

APRIL 9, 2024

pension fund stockholder has sued for a Delaware Court of Chancery order barring the retailer from holding its May 17 annual meeting or impeding a board proxy contest launched by two investor funds after a hostile response to their company takeover offer. A Macy's Inc.

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Law 360 M&A

APRIL 1, 2024

said Monday that it had agreed to acquire MotoGP parent company Dorna Sports SL from Bridgepoint and the Canada Pension Plan Investment Board in a deal worth €4.2 Formula One owner Liberty Media Corp. billion ($4.5 billion).

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ThomsonReuters

APRIL 25, 2024

That’s why it’s important to have a thorough understanding of the tax implications, contribution limits, and distribution rules associated with various retirement accounts, including 401(k)s, IRAs (Traditional and Roth), and pension plans. Consider pension and annuity payments. Pension income. Convert to a Roth IRA.

Dividends 52

Dividends Start-ups Compliance 52

Law 360 M&A

APRIL 3, 2024

Fidelity National's top brass recently urged a Florida federal court to toss an investor's lawsuit over a $46 billion market cap drop resulting from spinning off a payment business it had acquired a few years prior, arguing the company can't "be deceived by its own statements," which a pension fund alleged artificially inflated share prices.

Marketability 52

Marketability 52

Harvard Corporate Governance

APRIL 9, 2023

On the other hand, various state attorneys general have raised concerns about how ESG factors, like climate, are used by asset managers in the proxy voting process, by pension plan managers when making investment decisions and in financial institutions’ lending to the energy sector.

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356

Financial Times M&A

JUNE 6, 2022

Caisse de dépôt et placement du Québec will take a 22% stake in a joint venture with DP World

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