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

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” ...

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 ...

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 ...

The Department of Labor weighed in on a thorny legal issue for Morgan Stanley: Are the company’s deferred compensation plans for advisors covered by a federal retirement law? It doesn’t look that way, ...