When this writer began his career in 1980, wages were pretty much the only form of employment compensation and life was easy. For regular wage earners, there was a bonus at years’ end. For executives, ...

In big firms' fight to avoid paying deferred compensation to advisors who jump to rivals, much of the legal wrangling has centered on federal retirement law. Processing Content But another factor is ...

Morgan Stanley has lost a court battle in its long-running fight to withhold deferred compensation from financial advisors who left the firm—opening the door for more than 100 advisors to move forward ...

A putative class action suit filed in federal court in North Carolina late last month alleges Merrill owes Kelly D. Milligan, an advisor in Danville, California, $500,000 in deferred comp he earned ...

The U.S. Senate Finance Committee on Wednesday approved by voice vote a measure that could limit the earnings corporate executives can defer into non-qualified deferred compensation (NQDC) plans. The ...

For participants in nonqualified deferred comp plans, year-end is the time to decide how much to squirrel away for retirement. The IRS just released the 2024 contribution limits on qualified ...

Two former Morgan Stanley financial advisors on Friday won a $1.1 million arbitration award against their old firm that centered on who controlled valuable deferred compensation money, the firm or the ...

The Department of Labor has sided with Morgan Stanley in a closely watched case involving deferred compensation, ruling that the firm’s incentive awards to financial advisors do not fall under federal ...

In the New York Times, "Your Money" reporter Ron Lieber puts forth this hypothetical: "Here’s a nightmare for you: Imagine waking up one morning to discover that your employer is bankrupt and the ...

Morgan Stanley has won its fifth straight arbitration claim from a former advisor arguing its deferred compensation plan is illegal under federal law. The favorable decision for the wirehouse comes ...

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Capital Split-Dollar Plan® (CSD) has been available for over 25 years and is based on solid, “black letter” tax law. CSD can be used in several ways. It can be used to fund tax-free retirement income, ...