2019 Compensation Planning Planning 
Cordant Wealth Partners
OCTOBER 25, 2021
What’s the risk of the Intel SERPLUS plan? 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.
Cordant Wealth Partners
NOVEMBER 20, 2020
409(a) Nonqualified Deferred Compensation Plans present one of these opportunities. As a participant in your company’s deferred compensation plan, you’ve become an unsecured creditor of your company. This framework is specific to the Intel SERPLUS fund but can be generalized to any deferred compensation decision.
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Cordant Wealth Partners
JANUARY 28, 2021
Employees of what was formerly Mentor Graphics, now Siemens, may find that they are eligible for Siemens’ Deferred Compensation Plan (DCP) and wonder if they should defer their salary and/or bonus into the plan. The Benefits of Deferred Compensation. The Risks of Deferred Compensation Plans. Tax Benefits.
Cordant Wealth Partners
DECEMBER 2, 2022
Most recently, Intel announced layoffs impacting 11% of the workforce in the fall of 2022 with a plan to cut $3 billion in costs over the next year. Tax planning for a transition out of Intel is critical. Intel Retirement Contribution Plan. SERPLUS (Intel’s deferred compensation account). Intel Minimum Pension.
Cordant Wealth Partners
SEPTEMBER 9, 2022
Like any major corporation, Microsoft’s compensation package includes various programs and benefits for its employees. For example, base salary makes up around 70% of total compensation for the typical Level 59 Software Engineer versus less than 50% for a Level 67 Principle SDE. Planning opportunities with the ESPP: Enroll!
Cordant Wealth Partners
SEPTEMBER 27, 2021
And while these benefits can be quite valuable, in most cases, they do require a fair amount of time, planning, and intentionality to take advantage of them and incorporate them into your overall financial strategy. Planning opportunities with RSUs: Use RSU income to maximize contributions to other benefits programs.
Carson Wealth
MAY 4, 2023
In practice, ISOs create complex tax compliance and planning issues for both employers and employees. Depending on the plan agreement, there are several ways to “pay” for the stock at the strike price. As such, it is necessary to factor in AMT when planning for ISOs.
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