The fight over deferred compensation for advisors who have left their firms has now spilled over to Merrill. A putative class action suit filed in federal court in North Carolina late last month ...

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 ...

Approximately 300 former Morgan Stanley financial advisors have filed arbitration claims against the company, with at least ...

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 ...

As its name suggests, a deferred compensation plan allows you to delay receiving part of your compensation until a later date. These retirement plans are offered by certain employers to a select group ...

An arbitration panel has ordered Morgan Stanley to pay more than $3 million in back pay, fees and interest to seven of its ex-advisors in the Chicago area who said the company cheated them out of ...

A trio of former Morgan Stanley employees have filed suit against the Labor Department for an advisory opinion they say, “creates immediate and concrete harm to financial advisors who are arbitrating ...

Learn how a lawsuit against the U.S. Department of Labor could impact deferred compensation claims for former Morgan Stanley ...

The “Nuts and Bolts” of a divorce includes understanding the income and assets of each spouse. When one party is a highly paid executive, income is often more than simply a salary that is reported on ...

Two former Morgan Stanley financial advisors on Friday won a $1.1 million arbitration award against their old firm that centered on who controlled valuable deferred compensation money, the firm or the ...

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 ...

The Wisconsin Deferred Compensation Program (WDC) offers employees a strategic way to save for retirement by allowing them to set aside a portion of their salary aside to be paid out at a later date, ...