Compensation Planning Document Retirement 
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. What’s the Risk of the Microsoft Deferred Compensation Plan?
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. Next, let’s take a look at how to quantify that risk.
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Harness Wealth
NOVEMBER 12, 2024
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. Fully Utilize Tax-Advantaged Retirement and Savings Accounts There are multiple steps you can take using retirement accounts to reduce your taxable income. GET STARTED 1.
Cordant Wealth Partners
SEPTEMBER 8, 2022
As you would expect from an outstanding organization like Microsoft, it offers a very robust 401(k) to help employees save for retirement. This article will discuss the key features of the Microsoft 401(k) plan, and after reading it, you should leave with a clear game plan of how to: Maximize the match (free money! )
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. Concerned about your risk in the SERPLUS plan?
Cordant Wealth Partners
AUGUST 16, 2024
This is in addition to the accelerated vesting provided by Intel retirement rules. Document Your Current Assets (In One Place) Once you have documented what you are trying to achieve (your objectives and goals) the next step is understanding what assets you already have in place to achieve these.
Walkner Condon Financial Advisors
JUNE 27, 2023
Review the documentation to understand what you might owe back to the employer. Retirement plans. Taking action on your former employer retirement plan usually isn’t going to be as top of mind as health insurance, filing for unemployment benefits, short-term cash flow, etc. Deferred compensation plans.
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