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 up on a company statement. It's not a retirement account. It's not held in ...

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

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 ...

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 ...

Most executives who participate in non-qualified deferred compensation plans spend more time thinking about how much to defer than about the rules governing when they can get it back. That is a costly ...

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” ...

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 ...

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 ...

The Department of Labor has sided with Morgan Stanley in a closely watched case involving deferred compensation, ruling that the firm’s incentive awards to financial advisors do not fall under federal ...

Executives who spend years building up a non-qualified deferred compensation balance often assume it’s safe because it shows up on a company statement. It’s not a retirement account. It’s not held in ...