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发布时间:2024-05-11 20:59:54

[填空题]pension

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[填空题]A security systems
B pension schemes
C transportation systems
D afterdinner speakers
E website designers
F conference venues
G training courses
H promotional packages
[单项选择]Gordon is a CFA charter holder and the pension fund manager for a worker’s union. The union president informed him that during a union meeting today with Zinc Limited he learned that Zinc will announce several plant closings tomorrow. Because the worker’s union pension has a sizable position in Zinc, the union president wants Gordon to sell the pension’s holdings in Zinc today before the announcement is made public. Gordon should:()
A. inform CFA Institute in writing of the union president’s request.
B. contact the Justice Department and tell them about the union president’s request.
C. tell the union president that this action is illegal and refuse to sell the stock until after the announcement.
[单项选择]

When you leave a job with a traditional pension, don’t assume you’ve lost the chance to collect it. You’re entitled to whatever benefit you’ve earned — and you might even be entitled to take it now. "A lot of people forget they have it, or they think that by waiting until they’re 65, they’ll have a bigger benefit," says Wayne Bogosian, president of the PFE Group, which provides corporate pre-retirement education.
Your former employers should send you a certificate that says how much your pension is worth. If it’s less than $5,000, or if the company offers a lump-sum payout, it will generally close your account and cash you out. It may not seem like much, but $5,000 invested over 20 years at eight percent interest is $23,000. If your pension is worth more than $5,000, or your company doesn’t offer the lump-sum option, find out how much money you’re eligible for at the plan’s normal retirement age,
A. he tends to forget that he has the pension
B. he has no right to ask for the pension
C. he’ll have a bigger benefit than if he waits until the age of 65
D. he has a specified worth of pension

[填空题]Mr. Bellavance cashed out his pension, sold his house and unloaded things he didn’t need at garage after losing his job in order to change his finances into ______ mode.


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