The Big Picture
JULY 23, 2025
Joey is the equity compensation expert at my firm, and he is one of my partners. What are the most common types of equity compensation plans today that companies are offering and how do these differ? So overcoming those things is, is definitely challenging on the employee side. Full disclosure. On the employer side.
Diamond Consultants
JUNE 23, 2025
It really comes down to this: If you believe that UBS is likely or definitively to be the final home for you, your team, and your clients, then ALFA makes all the sense in the world. That includes changes to compensation plans—which the firm is likely to make in the future.
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Nerd's Eye View
MARCH 13, 2024
Specifically, USC Section 114 defines certain types of "retirement income" that can only be taxed by the states in which a person resides, which include qualified employer retirement plans and IRAs as well as nonqualified deferred compensation plans that are either paid out over a period of at least 10 years or structured as an excess benefit plan.
Cordant Wealth Partners
SEPTEMBER 9, 2022
With all deferred compensation plans, it’s important to remember that they are unsecured liabilities and subject to the company’s credit risk. For more information on balancing the risks of deferred compensation plans, see our post, Three Risk Reduction Strategies for Deferred Comp Plans.
Cordant Wealth Partners
SEPTEMBER 27, 2021
With all deferred compensation plans, it’s important to keep in mind that they are unsecured liabilities and subject to the credit risk of the company. For more balancing the risks of deferred compensation plans, see our post Three Risk Reduction Strategies for Deferred Comp Plans. 10 years, 15 years, etc.),
Harness Wealth
MARCH 11, 2024
The definition of a high-income earner according to the IRS The IRS definition of a high-income earner is not perfectly clear. Generally, two definitions are widely reported within the industry: The Tax Reform Act of 1976 mandates the annual reporting of data on individual income tax returns with income of $200,000 or more.
Zoe Financial
MARCH 22, 2023
Avoid Dependency Other sources of income that some people receive include a pension, deferred compensation plan, or the sale of a business. If it sounds like there are many pieces to fit together a solid retirement income puzzle – it’s because there definitely are. Pensions used to be how almost everyone retired.
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