Most executives who get access to a nonqualified deferred compensation plan treat it like a bonus perk. They sign the ...

Executives who spend years building up a non-qualified deferred compensation balance often assume it’s safe because it shows ...

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

Most executives who participate in non-qualified deferred compensation plans spend more time thinking about how much to defer ...

Forbes contributors publish independent expert analyses and insights. I write about incisive investing advice. We discuss with Ashley Cline, an associate wealth advisor at JFS Wealth Advisors, based ...

The two Jeffs, Acheson and Cheshier, warned Monday that competitors are already filling the gaps around retention and executive comp.

Background: Why was Section 409A of the Internal Revenue Code enacted? Prior to the enactment of Section 409A, no single section of the Internal Revenue Code governed taxation of nonqualified deferred ...

Merrill Lynch’s deferred incentive compensation program for financial advisers isn’t governed by ERISA, the Fourth Circuit ...

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 ...