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.

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 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 ...

Deferring compensation and the taxes that go along with it can be an attractive proposition to many. For high income tax payers, the benefits from a delay in taxation needs to be balanced against a ...

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 ...

It is not unusual for deferred compensation (eg. stock options, restricted shares, RSU, REUs, and a whole host of others) to be addressed in marital settlement agreements, either as assets divided in ...

WASHINGTON — Senate Finance Committee leaders are working on a plan to resurrect legislation to cap deferred compensation, which they could reintroduce next month as part of a bill that would extend ...

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 ...

For many participants in nonqualified deferred compensation (NQDC) plans, November and December are the time to be like an autumn squirrel and decide how much of next year’s salary to defer and store ...