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Investment Advisor
June 2007
David Juliano
A Win-Win Retirement Plan Nonqualified benefit plans are great opportunities for executives who have maximized their qualified plan contributions. These benefit plans are also attractive recruiting and retention tools for employers. mark for My Articles similar articles
Financial Planning
October 1, 2010
Jones & Luscombe
The Tax Forecast Washington watchers share their sense of what's ahead for your client's taxes - and your clients and your own. mark for My Articles similar articles
Entrepreneur
July 2005
Joan Szabo
Change of plan? New tax laws require a new look at deferred compensation plans. mark for My Articles similar articles
Financial Planning
April 1, 2005
DeFrancesco & Trankina
Deferred Judgment Changes in the tax laws have made compensating key employees more complex--but potentially more rewarding. mark for My Articles similar articles
BusinessWeek
June 4, 2009
Amy Feldman
Should You Defer Compensation? Higher income taxes and economic uncertainty make it harder to decide when to defer. Here are some guidelines. mark for My Articles similar articles
Financial Advisor
May 2005
Paul M. League
Benefiting From ERISA Exclusions allow retirement and health benefits for small business owners and key managers. mark for My Articles similar articles
Financial Advisor
December 2005
Jeffrey H. Rattiner
The Small Business Retirement Choice Depending on the needs of the business owner, many options are available. The way to proceed is to make sure that the appropriate selection of a plan(s) is dependent upon the client's objectives. mark for My Articles similar articles
CFO
July 1, 2003
Ronald Fink
Pigging Out? Special retirement plans for top executives are becoming a target for other stakeholders. mark for My Articles similar articles
The Motley Fool
February 4, 2005
Roy Lewis
Understanding Your W-2 Form The author offers explanations to make your tax-filing experience a little easier. mark for My Articles similar articles
The Motley Fool
May 21, 2009
Dan Caplinger
The Money Trap You're Better Off Without Don't put your retirement savings in the wrong place. mark for My Articles similar articles
Investment Advisor
December 2007
Melanie Waddell
Deadline Looms for AMT Fix With a deadline to fix the Alternative Minimum Tax by year-end fast approaching, Congress is in a mad dash to find alternative sources of revenue to plug the hole that would be created if 25 million taxpayers were saved from the AMT. mark for My Articles similar articles
Investment Advisor
December 2007
News & Products, December 2007 There's an excellent chance that the Department of Labor will finalize its three initiatives dealing with 401(k) fee disclosures... The IRS has extended the deadline for compliance with Section 409A of the tax code... etc. mark for My Articles similar articles
AFP eWire
June 19, 2013
Dennis Walsh
Guidelines to Ensure Your Nonprofit Isn't Next on the IRS's List It is important for those charged with governance of exempt organizations to consider stakeholder perspectives in determining executive pay levels and the peril that may result when oversight doesn't meet public expectations. mark for My Articles similar articles
Registered Rep.
May 27, 2015
Megan Leonhardt
Can Deferred Pay Buy Long-Term Loyalty? With the level of retention deals falling, firms are turning more to deferred compensation as a means to keep advisors in their seats. But is it a short-sighted solution? mark for My Articles similar articles
Investment Advisor
August 2010
Marlene Y. Satter
The Section 79 Solution A college-savings strategy appropriate for some small business owners: a group insurance executive benefit program known as Section 79. mark for My Articles similar articles
Financial Advisor
September 2009
David Lawrence
Costly Mistakes As financial advisors create their own team practices or go independent and set up independent RIA firms, one of the biggest challenges they face is designing a compensation plan for themselves and those who work with them and for them. mark for My Articles similar articles
BusinessWeek
March 20, 2006
Anne Tergesen
How Much Are Execs Really Paid? The Securities & Exchange Commission recently proposed sweeping changes to the disclosure of executive compensation. mark for My Articles similar articles
The Motley Fool
December 20, 2005
Dayana Yochim
Shop on the Clock Why pay for things like doctors' bills, disability insurance, and baby-sitting if your boss is willing to pick up the tab? How to milk your employer for every last penny that is rightfully yours. mark for My Articles similar articles
Investment Advisor
November 2006
Mark Tibergien
Just Rewards While compensation plays an important role in driving performance of individuals and the business, it's also important for financial advisors to recognize that money is not an adequate substitute for active management. mark for My Articles similar articles
IndustryWeek
March 1, 2004
Traci Purdum
Rethinking Compensation Heightened scrutiny and changing demographics will alter the makeup of wages-and-benefits packages for executives and laborers. Is your company ready? mark for My Articles similar articles
Investment Advisor
May 2009
Mark Tibergien
Formulas for Success: Are You Overpaid? If your advisory firm is under pressure to reduce or eliminate certain fees, how will you structure payments to yourself and your staff? mark for My Articles similar articles
The Motley Fool
November 1, 2004
Dayana Yochim
How to Shop on the Clock Doctors' bills? Disability insurance? Company stock? Put it on the boss's tab. mark for My Articles similar articles
Financial Planning
August 1, 2011
Bogan & Doss
Compensation Challenge Designing a compensation strategy that supports a firm's philosophical framework while also acknowledging its financial resources and goals helps ensure an effective plan that promotes the growth of people and profits. mark for My Articles similar articles
Registered Rep.
September 1, 2004
John Churchill
Handcuffs Made of Gold Deferred-Comp Plans Can be an Advisor's Lucrative Friend... Should I Stay or Should I go?... mark for My Articles similar articles
CRM
May 2004
David Myron
Is Your Compensation Plan Undermining Your CRM Initiative? How to create incentive plans that are in line with your corporate strategy. mark for My Articles similar articles
Real Estate Portfolio
Jul/Aug 2006
Portal & Hilzenrath
New SEC Proposed Guidelines to Give Investors a Clear View at Executive Compensation REITs should conduct a thorough review of current compensation policies and practices and evaluate them in light of the new disclosure proposals. For some REITs, a complete overhaul of the compensation program may be necessary. mark for My Articles similar articles
Registered Rep.
January 28, 2011
Susan Konig
Morgan Stanley Defers Branch Manager Bonuses The announcement comes after Morgan Stanley reported 35 percent increase in fourth-quarter profits, despite a dip this fall in fixed income trading revenues. mark for My Articles similar articles
CFO
August 1, 2005
Unhealthy Doughnuts Letters to the editor: Kremed!... True Independence... Who's Driving This Bus?... When Integrity and Honesty Went Missing... etc. mark for My Articles similar articles
BusinessWeek
February 24, 2011
Moore & Harper
Bank Pay Rules Won't Tame Wall Street Experts say proposed pay rules aren't likely to discourage recklessness on Wall Street because holding periods are too short. mark for My Articles similar articles
Financial Advisor
November 2010
Jeff Schlegel
The Price Is Right Advisory firms and the quest for proper compensation. mark for My Articles similar articles
Registered Rep.
February 14, 2012
Anne Field
The Art of Writing A Check When Jon Yankee and his two partners started their Reston, VA-based firm six years ago, they wanted to do it right. Among other things, that meant putting in place a clearly-thought-out compensation plan for both advisors and staff. mark for My Articles similar articles
The Motley Fool
February 8, 2007
Dan Caplinger
Make the Most of Stock Options: The Basics Stock options can give employees of successful companies a huge incentive to work hard toward building shareholder value. Options can be a valuable part of compensation, but you have to manage them well. mark for My Articles similar articles
OCC Bulletin
February 11, 2004
Deferred Compensation Agreement Accounting This "Interagency Advisory on Accounting for Deferred Compensation Agreements and Bank-Owned Life Insurance" is to provide guidance on the appropriate accounting treatment for deferred compensation agreements that banks enter into with employees. mark for My Articles similar articles
Financial Advisor
January 2004
Tracey Longo
How Much Should You Earn? The biggest mistake advisors make is failing to align their compensation strategy with their business strategy. Instead, they'll use compensation as a substitute for active management. They'll throw money at people and problems. mark for My Articles similar articles
Investment Advisor
February 2010
Angela Herbers
The Fast Track: Bonus Babies It's time to once again take a more serious approach to advisor bonus compensation. mark for My Articles similar articles
On Wall Street
November 1, 2010
Patrick Temple-West
Playing The Pay Game Four former FINRA officials, who left the agency in 2008, each received between $2.74 million and $4.43 million in reportable compensation and benefits that year, according to the latest form that the nonprofit self-regulator filed with the IRS. mark for My Articles similar articles
Registered Rep.
October 1, 2002
William A. Jacobson
Deferred Compensation. Whose Money Is It? Deferred compensation plans offer incentives or income tax deferral while motivating the employee to remain at the company. However, the Citigroup Capital Accumulation Plan is facing legal challenges from class action suits in several states. mark for My Articles similar articles
CFO
October 1, 2006
Don Durfee
Pay Dirt As the SEC shines a light on executive compensation, will companies clean up their acts or find new ways to hide excess? mark for My Articles similar articles
Registered Rep.
December 11, 2003
David A. Gaffen
Smith Barney Changes Payout Grid Smith Barney is altering its compensation system for 2004, with the main goal being to simplify its payouts and make them more product-neutral. mark for My Articles similar articles
Financial Advisor
April 2007
Rebecca Pomering
The Eat-What-You-Kill Model For advisory firms, the eat-what-you-kill, production-based compensation model inevitably promotes personal development of business and thus implicitly undermines teamwork, integration and sharing of clients, ideas and knowledge. mark for My Articles similar articles
Registered Rep.
June 17, 2014
Alan Lavine
Who Should Buy an Income Annuity? Pre-retirees looking to secure future income might be attracted to deferred income annuities, and indeed sales of the policies are accelerating. mark for My Articles similar articles
Bank Director
2nd Quarter 2010
John R. Engen
Compensation's New Normal Welcome to the new world of compensation - a place where up is down, confusion reigns, and tensions are rising. mark for My Articles similar articles
BusinessWeek
February 26, 2007
Jane Sasseen
A Better Look At The Boss's Pay New SEC rules require greater disclosure, but don't expect CEOs to take a hit. mark for My Articles similar articles
CFO
June 1, 2009
Russ Banham
Fray on Pay The battle over executive compensation and what it means for you. mark for My Articles similar articles
Inc.
November 2004
Alison Stein Wellner
Are You Paying Yourself Enough? You're getting by on a paltry salary because that's what's best for your company. Or is it? An owner's low pay can send the wrong message -- to investors and employees. Here's how to pick the magic number. Plus: What other CEOs take home. mark for My Articles similar articles
CFO
June 1, 2006
Scott Leibs
This Time It's Personal While C-level executives tend to be high-net-worth individuals, and would thus seem to face rosy retirements, they aren't immune to a common misperception: that their nest eggs are larger than in fact they are. mark for My Articles similar articles
HBS Working Knowledge
April 25, 2005
Negotiating What You're Worth Should you be the first to mention money? What is your main goal in negotiating a salary raise? How do you prepare for negotiation obstacles? A negotiation expert gives tips in this article from the Harvard Management Communication Letter. mark for My Articles similar articles
BusinessWeek
March 25, 2010
Silver-Greenberg et al.
CEO Pay Drops, but...Cash Is King An exclusive first look at the 2009 compensation of chief executives at 81 big companies mark for My Articles similar articles
Knowledge@Wharton Re-examining Stock Options as a Way to Compensate Executives Now that an underperforming stock market and the excesses of Enron have focused new attention on the use and abuse of stock options as a way to incentivize senior managers, what changes, if any, should companies make in their design of compensation packages? mark for My Articles similar articles
Registered Rep.
June 1, 2004
David A. Gaffen
Shaking the Tree It's no secret that most firms are frequently looking for well-established producers, financial advisors who have been making big bucks for a decade or more. Top brass always relishes bagging an elephant from another firm. mark for My Articles similar articles