A survey by Morgan Stanley shows heartening results for plan advisers and sponsors.
Tag: Deferred compensation
Less than half of recordkeepers currently offer “top hat service” for highly compensated employees.
Small-to-medium-sized businesses are increasingly turning to nonqualified deferred compensation plans amid a competitive market, according to data and industry players.
Among other amendments that have already emerged in both the House and the Senate tax proposals, it seems nonqualified deferred compensation plans will more or less be left...
The plaintiffs challenge three features of the 2012 amendment: the change to the crediting rate; the introduction of potential for risk and volatility into the plan; and variations...
The proposal effectively eliminates nonqualified deferred compensation (NQDC) plans as tools for tax planning available to executives and public companies, attorneys with Groom Law Group say.
This is a 2.25% increase from the average balance in the second quarter of the year.
Nominating a plan sponsor client is a great way to show appreciation and highlight important best practices that are improving outcomes for defined contribution and pension plan participants....
Many states are looking at how they might implement government-sponsored IRAs, commonly known as auto-IRAs, which provide automatic enrollment of eligible private-sector workers.
Companies midsized and up are likelier to offer NQDCs, HSAs and more
The adviser’s role when working with a client’s multiple retirement plans.
Plan sponsors look to advisers for help crafting NQDC plans for HCE employees
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A growing number of NQDC plan sponsors offer participants the opportunity to make “in-service” distribution elections.
ERISA Section 502(a)(3) may extend to remedy inequitable conduct pertaining to a supposed waiver of plan rights and to a breach of the general good faith standard of...
... yet its proposed rules backtrack on vesting threat
However, more education about how they work is needed.