Compensation Planning Document Planning 
Cordant Wealth Partners
SEPTEMBER 5, 2022
Every November, the Microsoft Deferred Compensation Plan (DCP) opens for enrollment and salary deferral elections for the upcoming year. And every year, we hear similar questions from those eligible to allocate money into a deferred compensation plan. You must defer compensation for at least 12 months. “At
Cordant Wealth Partners
NOVEMBER 12, 2021
In this article, we cover what you need to know about the Microsoft Deferred Compensation Plan (DCP) for the upcoming enrollment period. Every November, the Microsoft deferred compensation plan opens for enrollment and salary deferral elections for the upcoming year. You must defer compensation for at least 12 months. “At
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Harness Wealth
NOVEMBER 12, 2024
Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Checklist: Year-end Tax Planning Strategies Review the following tax strategies with your tax advisor and/or financial advisor before the end of the year.
Harness Wealth
DECEMBER 30, 2024
In these cases, the taxes owed would be triggered earlier than expected, which could disrupt the employees financial planning. 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.
Cordant Wealth Partners
AUGUST 16, 2024
Most recently, Intel announced layoffs impacting 15% of the workforce with a plan to cut $10 billion in total costs. Tax planning for a transition out of Intel is critical. During layoffs, Intel offers severance packages or voluntary separation packages (VSP) when cost reductions are a priority. But often that’s not the case.
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
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. Document Your Current Assets (In One Place). Intel Retirement Contribution Plan. Intel Minimum Pension.
Expert insights. Personalized for you.
52 
Let's personalize your content