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Retirement Planning
Chapter 12: Deferred Compensation & Equity Compensation/DEFERRED EXECUTIVE COMPENSATION
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Chapter 12: Deferred Compensation & Equity Compensation

DEFERRED EXECUTIVE COMPENSATION

01.Core Concepts

Executive Tax Benefits • Defer taxable income to the future when the executive’s marginal tax rate is lower Employer Tax Benefits • Avoid $1,000,000 tax deductible compensation limit* Alternative to Qualified Plans • Employer does not want to cover a broad group of employees as required by a qualified plan *TCJA reduces the availability of a deduction for commissions and performance-based compensation for covered employees (e.g., CEO, CFO and the three highest paid officers), and significantly expands the definition of a covered employee.