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

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 ...

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 ...

Year-end is when many employees and executives choose how much of next year's income to put away for the future via nonqualified deferred compensation (NQDC) plans. Nonqualified deferred compensation ...

Morgan Stanley is fighting off claims from former financial advisors who say the company wrongly withheld their deferred compensation when they left to take jobs elsewhere. The Department of Labor ...

Three former Morgan Stanley financial advisors have filed a federal lawsuit accusing the U.S. Department of Labor of illegally helping the firm undermine hundreds of pending arbitration claims seeking ...

Salary deferral decisions for next year are impacted by the IRS’ 2026 contribution limit for qualified retirement plans and the One Big Beautiful Bill Act’s provisions. The contribution limits on ...