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

Discover top-rated stocks from highly ranked analysts with Analyst Top Stocks! Easily identify outperforming stocks and invest smarter with Top Smart Score Stocks Horizon Bancorp ( (HBNC)) just ...

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 Department of Labor argues ex-advisers lack legal standing to contest advisory opinion in arbitration dispute.

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” ...

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 ...

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 ...

Deferred compensation can be a valuable and useful tool for older employees closer to retirement. Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor ...

A federal judge's ruling this week is likely moving Morgan Stanley and other wealth managers closer to having to pay millions in deferred compensation allegedly owed to advisors who left for other ...

Discover top-rated stocks from highly ranked analysts with Analyst Top Stocks! Easily identify outperforming stocks and invest smarter with Top Smart Score Stocks An announcement from Idexx ...

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, ...

Background: Why was Section 409A of the Internal Revenue Code enacted? Prior to the enactment of Section 409A, no single section of the Internal Revenue Code governed taxation of nonqualified deferred ...