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 ...

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 ...

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 ...

Morgan Stanley won the latest battle in its ongoing legal struggle with dozens of financial advisors who accuse the company of wrongly withholding millions in deferred compensation. The advisors, all ...

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 ...

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 ...

First Union Securities reps are enjoying an enhanced deferred compensation plan. The revamped program has been in place since Jan. 1, according to brokers. The firm changed its plan from an ...

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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, ...