Compensation Planning Numbers Reference 
Getting Your Financial Ducks In A Row
MARCH 10, 2025
Many of us are covered by one or more types of defined contribution retirement plans, such as a 401(k), 403(b), 457, or any of a number of other plans. What many of these plans have in common is that they are referred to as Cash Or Deferred Arrangements (CODA), as designated by the IRS.
Harness Wealth
DECEMBER 30, 2024
Employers have the discretion to opt out of permitting 83(i) elections by declining to establish these conditions or explicitly excluding the election from equity compensation plans. This ensures employers maintain control over the application of 83(i) elections within their equity compensation plans.
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Harness Wealth
OCTOBER 8, 2024
The Harness Marketplace by the Numbers Harness attracts high-value clients with comprehensive planning needs, primarily from industries like tech, healthcare, consulting, and finance, along with business owners from various industries. This will include what policies and procedures you have in place.
Carson Wealth
MAY 4, 2023
The intent of stock option compensation is to align the interests of the employees with that of the company: The employee’s compensation increases as the stock price increases. Stock options can be either qualified or non-qualified, and the primary difference is how they are taxed.
Cordant Wealth Partners
SEPTEMBER 8, 2022
Microsoft Technology Licensing, Undead Labs The Microsoft 401(k) plan is part of the comprehensive benefits offering that includes the Microsoft Corporation Employee Stock Purchase Plan and the Microsoft Corporation Deferred Compensation Plan. Getting the full match is like a nearly 7% raise on a $150,000 salary!
Cordant Wealth Partners
OCTOBER 25, 2021
What’s the Risk of the Intel SERPLUS Plan? As a non-qualified deferred compensation plan, your SERPLUS account is, by rule, an unsecured liability of Intel. This is the primary risk and the main drawback of participating in the deferred compensation plan. IBM is also shown for reference (See chart below).
Darrow Wealth Management
MAY 9, 2025
A restricted stock award (RSA) is a form of equity compensation. RSA grants are commonly issued by private companies, particularly early-stage startups, and may be referred to as founder’s stock or simply restricted stock grants awarded to employees.
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