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 ...

You've climbed the corporate ladder, you're making good money and suddenly someone from human resources presents you with a newfangled employee benefit -- the opportunity to participate in a deferred ...

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 ...

Morgan Stanley suffered a rebuke in its attempt to have a court of appeals overturn a lower judge's ruling that the deferred compensation it pays advisors is protected by federal retirement law.

You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. Morgan Stanley has won its fifth straight arbitration claim from a former advisor arguing ...

Employer-owned life insurance remains overwhelmingly the favored vehicle to fund non-qualified deferred compensation plans among Fortune 1000 companies. And recent federal legislation governing plan ...

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 ...

Deferred compensation plans offer an effective method for employers to incentivize and retain employees. IRS qualified deferred compensation plans, such as 401(k), 403(b), and 457(b) plans, offer ...

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 ...

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 ...