Benjamin Harvey CFP®, CPWA®, ChFC®, CLU® Founder and Private Wealth Advisor, Summation Wealth Group To continue reading this content, please enable JavaScript in ...

Firms love deferred compensation. After all, it is your money they are deferring, not their own. Just try asking your firm to defer taking its share of your gross commission. These “golden handcuffs” ...

In the fourth installment of Triscend’s “It’s Time to Modernize Executive Retirement Benefits” series, guest author, Jason Konopik, a Fellow in the Society of Actuaries, from AMZ Financial, discusses ...

It’s early days in what is shaping up to be a long, costly slog of a legal battle between Morgan Stanley and former advisors over who controls valuable deferred compensation money, the firm or ...

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 ...

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 ...

The U.S. Department of Labor has sided with Morgan Stanley in a hotly contested dispute over whether the firm’s deferred compensation program is a bonus—and exempt from Employee Retirement Income ...

The Chamber of Commerce, the Center on Executive Compensation and the American Benefits Council joined the brief, urging the court to uphold a lower court’s ruling that distinguishes bonus programs ...

Year-end is when many employees and executives choose how much of next year's income to put away for the future via nonqualified deferred compensation (NQDC) plans. Nonqualified deferred compensation ...

For the second time in as many months, Morgan Stanley claimed a victory in its fight to deny deferred compensation to advisors who left for rival firms. Processing Content A three-member Financial ...