Two Reasons to Consider Deferred Compensation in the Wake of the OBBB, From a Financial Planner

Deferred compensation plans let you potentially lower your current taxes and help to keep you out of a higher tax bracket. It ...
planadviser.com

DOL Backs Morgan Stanley, Says Deferred Pay Is Exempt from ERISA

The U.S. Department of Labor has sided with Morgan Stanley in a hotly contested dispute over whether the firm’s deferred compensation program is a bonus—and exempt from Employee Retirement Income ...
Financial Planning

Firms push back on deferred comp claims with double-dipping defense

In big firms' fight to avoid paying deferred compensation to advisors who jump to rivals, much of the legal wrangling has centered on federal retirement law. But another factor is increasingly ...
InvestmentNews

Morgan Stanley's deferred compensation fight

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 ...
Financial Planning

DOL backs Morgan Stanley in deferred comp fight

The Department of Labor has weighed in on Morgan Stanley's side in a dispute over whether the wirehouse owes unpaid "deferred compensation" to advisors who left for other firms. The director of the ...
The Herald-Sun

UNC Board of Governors approves $1 million in deferred pay for Steve Newmark

UNC Board approved $1 million deferred pay for incoming AD Steve Newmark. Newmark’s base salary starts at $600,000, rising to $1 million in 2026. UNC will fund two AD salaries in 2026–27 during ...