Old Slip Capital Press Releases - EIN Presswire - Press Release Distribution Service

Published on February 14, 2023 - 16:15 GMT

Delaying Retirement due to recession

Retirement on Hold NEW YORK, NY, UNITED STATES, February 14, 2023 /⁨EINPresswire.com⁩/ -- Unlike younger workers, near-retirees don’t have as much time to ride out the ups and downs of the market, making it more difficult to recover from any losses in …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on August 17, 2022 - 13:06 GMT

Is your Estate Planning in Tact

TAX AND ESTATE PLANNING NEW YORK, NY, USA, August 17, 2022 /⁨EINPresswire.com⁩/ -- Is your estate planning in tact? It’s no secret that many Americans put off creating a will — even those who need it most. But one milestone event often triggers a shift …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on July 26, 2022 - 17:13 GMT

Pension Plans vs Defined Contribution Plans

A relic of the cold war may be making a comeback NEW YORK, NY, USA, July 26, 2022 /⁨EINPresswire.com⁩/ -- A pension plan is a type of retirement plan where employers promise to pay a defined benefit to employees for life after they retire. It’s different …

Distribution channels: Banking, Finance & Investment Industry, Companies ...

Published on July 19, 2022 - 21:54 GMT

Fiduciary Duty: Retirement plans get the support of the Supreme Court

The call for real ERISA Fiduciary Advisors NEW YORK, NY, UNITED STATES, July 19, 2022 /⁨EINPresswire.com⁩/ -- The U.S. Supreme Court sided with employees at Northwestern University who sued the school over the allegedly excessive fees of their retirement …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on July 7, 2022 - 17:24 GMT

ERISA Fiduciary Advisor – A must have in today’s Qualified Plan environment

Introduction to Qualified Plans NEW YORK, NY, UNITED STATES, July 7, 2022 /⁨EINPresswire.com⁩/ -- Offering a retirement plan can be both rewarding and challenging for an employer. The employees participating in the plan, their beneficiaries, and the …

Distribution channels: Business & Economy, Companies ...

Published on June 24, 2022 - 15:49 GMT

Mount Moriah Foundation Charitable Gala Coming Soon

Mount Moriah continues legacy of giving to those less fortunate NEW YORK, NY, USA, June 24, 2022 /⁨EINPresswire.com⁩/ -- Mount Moriah Charity will host their annual charitable fundraiser on September 29th, 2022, at 6pm at The Peninsula Hotel in Midtown …

Distribution channels: Banking, Finance & Investment Industry, Education ...

Published on June 23, 2022 - 14:14 GMT

Delaying Retirement due to recession

NEW YORK, NY, USA, June 23, 2022 /⁨EINPresswire.com⁩/ -- Unlike younger workers, near-retirees don’t have as much time to ride out the ups and downs of the market, making it more difficult to recover from any losses in their retirement plan. For this …

Distribution channels: Banking, Finance & Investment Industry, Companies ...

Published on June 8, 2022 - 21:35 GMT

Defined Contribution Plans: Automation and Asset Allocation in today's market enviroment

Having enough money to retire well NEW YORK, NY, UNITED STATES, June 8, 2022 /⁨EINPresswire.com⁩/ -- A key driver of innovation in defined contribution plans today is automation and the hands off or do it for me mentality prevalent among participants of …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on October 1, 2021 - 16:48 GMT

Mount Moriah Charity hosts First Bi-Annual Fundraiser at the Peninsula Hotel

An Evening of Food, Fundraising and Fine wine NEW YORK, NY, UNITED STATES, October 1, 2021 /⁨EINPresswire.com⁩/ -- Mount Moriah Charity held their first Bi-Annual Fundraiser last night at the Peninsula Hotel in Midtown Manhattan. The Foundation was …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on September 23, 2021 - 13:55 GMT

Managing Principal, James Lukezic, announces new Miami Office for Old Slip Capital Partners

James Lukezic, Managing Principal at Old Slip Capital announces new Miami Office NEW YORK, NY, UNITED STATES, September 23, 2021 /⁨EINPresswire.com⁩/ -- Old Slip Capital Partners is establishing a permanent team of Wealth and ERISA Fiduciary Advisors in …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on September 14, 2021 - 15:09 GMT

James Lukezic, Chairman of Mount Moriah Charity, hosts Gala Dinner at The Peninsula Hotel

Empowering Widows and Families and Strengthening Communities throughout the five boroughs of New York City NEW YORK, NEW YORK, USA, September 14, 2021 /⁨EINPresswire.com⁩/ -- Mount Moriah Foundation aims to improve education, literacy and provide for …

Distribution channels: Banking, Finance & Investment Industry, Culture, Society & Lifestyle ...

Published on September 9, 2021 - 16:30 GMT

James Lukezic, Managing Director at Old Slip Capital details importance of ERISA Fiduciary Governance

ERISA Governance and Investment Advisory NEW YORK, NEW YORK, USA, September 9, 2021 /⁨EINPresswire.com⁩/ -- ERISA FIDUCIARY ADVISOR -vs- STANDARD BROKER/ADVISOR When asked about the dangers of not hiring a ERISA Fiduciary Advisor under section 3(38) or …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...