Deferred compensation options for executives of tax-exempt entities are often misunderstood by those organizations who have not previously delved into them. Traditional tax-exempt organizations – ...

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.

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 ...

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 allows individuals to delay receiving part of their income until a future date, often during retirement. This strategy is appealing for retirement savings and tax management, as ...

Deferred compensation is a financial arrangement in which a portion of an employee’s income is set aside to be paid out at a later date. This can be particularly beneficial for tax planning purposes, ...

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 ...

Morgan Stanley must pay more than $3 million to a group of financial advisors who accused the company of wrongfully withholding their deferred compensation when they left to work elsewhere, an ...