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. But another factor is increasingly ...

WASHINGTON — Senate Finance Committee leaders are working on a plan to resurrect legislation to cap deferred compensation, which they could reintroduce next month as part of a bill that would extend ...

The fight over deferred compensation for advisors who have left their firms has now spilled over to Merrill. A putative class action suit filed in federal court in North Carolina late last month ...

Using a deferred-compensation plan can be an excellent tax strategy but not all deferred compensation plans are the same. This week, I try to explain why one reader's tax bill was higher than expected ...

Udpate Nov. 11, 2017: The version of the bill that passed the House does not include the new section 409B; and the Chairman's modified mark out of the Senate Finance Committee eliminated it. So, there ...

The American Taxpayer Relief Act of 2012, otherwise known as the “fiscal cliff” tax legislation, had no direct impact on the tax treatment of nonqualified deferred compensation (NQDC) plans. But the ...

In June 2016, the Internal Revenue Service issued proposed regulations under Code Sec. 409A with respect to the taxation of deferred-compensation arrangements. The IRS also issued proposed regulations ...

The deadline for compliance with final Section 409A regulations, scheduled for Dec. 31, 2007, should be extended for a year, according to 92 of the largest law firms in the nation.The new regulations, ...

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 ...

Prudential Raises Stakes in Deferred Comp Race Firm offers up to 200% match to select few. Prudential Securities has enhanced its MasterShare deferred compensation program. The new enhancements, which ...

It's open enrollment season for nonqualified deferred plans. Anyone ever participated in one? TLDR: in lieu of some user-defined % of 2018 comp, you get an unsecured IOU drawn on the employer's ...