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Top News In Unified Funds Today - Breaking & Trending Today

Milliman Faces ERISA Lawsuit Over Alleged Breach of Fiduciary Duty

The plaintiffs claim the firm’s 401(k) lost as much as $85 million due to imprudent investment decisions. ....

Wealth Preservation Strategy Target Conservative Fund , Wealth Preservation Strategy Target Moderate Fund , Wealth Preservation Strategy Target Growth Fund , Department Of Labor , Employee Retirement Income Security Act , Unified Funds , Morningstar Aggressive Target Risk Index ,

Milliman, Mass General Brigham, PPL sued over retirement plans

Litigators this week brought class-action lawsuit claims against PPL Corporation, Mass General Brigham and Milliman, Inc., respectively. ....

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Milliman Accused of Failing to Prune Bad Investments From 401(k)

A lawsuit alleges that the poor performance of a suite of target-risk funds resulted in a nearly $250 million loss to participant accounts. ....

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Milliman 401(k) plan participant alleges ERISA violations

A Milliman 401(k) plan participant sued the company and plan fiduciaries alleging ERISA violations for offering poor-performing funds. ....

Jeremy Engdahl Johnson , Milliman Inc , Us District Court , Unified Trust , Unified Funds ,

DIPN 61: Guidance On The New Unified Funds Tax Exemption For OFCs And Limited Partnership Funds - Finance and Banking

Unified Funds
Tax Exemption Ordinance ) and sets outs intended IRD
practice in administering the Unified Funds Tax Exemption which
came into effect on April 1, 2019.
The Unified Funds Tax Exemption
The Unified Funds Tax Exemption seeks to exempt hedge funds,
including OFCs and LPFs, from Hong Kong profits tax. This exemption
may apply regardless of the fund structure, location of the
fund s central management and control, fund size or fund
purpose provided that prescribed conditions are satisfied.
Unlike the Offshore Funds Exemption, there is no longer a bias
against Hong Kong. Firstly, there is no longer any need to
artificially maintain fund management and control overseas. ....

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