The tax savings of non-qualified deferred compensation plans are not the only tax-related fact you need to know before ...

Planning for retirement can feel overwhelming, but fortunately, there are several savings tools available to help take the ...

What is deferred compensation, how does it work, and which option should you pick or how much should you defer if you are ever given the option? If you’ve heard of deferred compensation but didn’t ...

Morgan Stanley is fighting off claims from former financial advisors who say the company wrongly withheld their deferred ...

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 ...

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 ...

The Department of Labor decided that Morgan Stanley's deferred compensation program is a bonus, rather than a pension plan ...

The Department of Labor followed prior arbitration decisions in a ruling that gives Morgan Stanley an advantage over advisors ...

In a new advisory opinion, the DOL concluded that Morgan Stanley’s deferred incentive compensation plan operates as a bonus ...

The U.S. Department of Labor has sided with Morgan Stanley and several FINRA arbitration decisions in a dispute over whether its deferred compensation program should be treated like a pension or a ...