Under the economic benefit income tax theory, an employee is taxed when the employee receives something other than cash that has a determinable, present economic value. The danger, in the nonqualified ...

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 ...

Deferred compensation is a retirement savings plan that allows employees to set aside a portion of their income to be paid out at a future date, which is typically during retirement. The Nevada ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. What is deferred compensation, how does it work, and ...

Helping to bridge the retirement planning gap for executives is one of the most significant challenges—and near-term opportunities—plan advisers have today. This is because many executives face a ...

A 409a deferred compensation plan is a non-qualified arrangement that allows employees to defer a portion of their income to a future date. This plan is often used by high-income earners to reduce ...

According to the class action complaint filed (No. 3:24-cv-00440), Merrill Lynch’s deferred compensation plan for employees qualifies as an employee benefit plan governed by the Employee Retirement ...

To a group of seven ex-Morgan Stanley advisors, a recent FINRA arbitration ruling means they're one step closer to recouping more than $1.5 million in deferred compensation they say they're still owed ...

A federal judge's ruling this week is likely moving Morgan Stanley and other wealth managers closer to having to pay millions in deferred compensation allegedly owed to advisors who left for other ...