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

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A 55-year-old equity partner at an AmLaw 100 firm sits on $1.8 million in a traditional 401(k), earns $800,000 a year, and ...

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” ...

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 ...

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 ...

Morgan Stanley is changing the mix of deferred compensation and upfront cash that its advisors receive as part of its 2026 compensation plan. Like other national brokerage firms, Morgan Stanley pays ...

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 ...

Capital Split-Dollar Plan® (CSD) has been available for over 25 years and is based on solid, “black letter” tax law. CSD can be used in several ways. It can be used to fund tax-free retirement income, ...

Morgan Stanley has lost a court battle in its long-running fight to withhold deferred compensation from financial advisors who left the firm—opening the door for more than 100 advisors to move forward ...

The U.S. Department of Labor and other federal officials urged a federal judge in Manhattan to dismiss a lawsuit brought by former Morgan Stanley financial advisers who are challenging a DOL advisory ...