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DOL Affirms Morgan Stanley's Right To Withhold Deferred Comp From Departing Advisors
Financial Advisor Link to more items from this source
[Guidance Overview]
Sept. 11, 2025

"The DOL's opinion, which was requested by Morgan Stanley outside counsel, comes on the heels of a string of arbitration victories for the firm in disputes over deferred compensation. Over the past two years, it has successfully defended at least five consecutive challenges, saving millions of dollars and further solidifying its stance that its plans are lawful and enforceable."  MORE >>

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