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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

When the Federal Reserve put out guidance last year on how banks should manage their compensation plans to prevent excessive risk-taking, it put a special emphasis on deferred compensation plans, like ...

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 ...