Morgan Stanley Deferred Compensation “Cancellation Rule” Complaint

December 30, 2020

At issue in this class action is deferred compensation for financial advisors, in association with Morgan Stanley, Morgan Stanley Smith Barney, LLC, and the Morgan Stanley Compensation Management Development and Succession Committee. The complaint alleges that financial advisors may lose substantial amounts of their deferred compensation when they leave the company, and that this is not lawful because the deferred compensation plan (it alleges) is governed by the Employee Retirement Income Security Act of 1974 (ERISA).

Case Event File: Morgan Stanley Deferred Compensation “Cancellation Rule” Complaint

Related to: Morgan Stanley Deferred Compensation “Cancellation Rule” Class Action