Search results for: abram claude

Learning Center: Non-qualified deferred compensation

Deferred compensation plans are not under ERISA – although they may have to fulfill certain ERISA reporting requirements — and therefore do not have the rules that an ERISA plan would have concerning participation requirements and contribution limits. Generally with a deferred compensation plan, taxation does not occur until constructive receipt.

Tagged with: New Tax Regime, Uncategorized

Learning Center: Restricted stock

Year 2002 may be best remembered for burst of the dot.com bubble. Stock valuations of internet startups with no revenue eventually crashed.

Tagged with: New Tax Regime

About Us

Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2,000 people, including over 450 investment professionals based in North America, Europe and Asia, we manage $506 billion†† of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.

††In U.S. dollars as of March 31, 2015. Source: Ameriprise Q1 Earnings Release. Includes all assets managed by entities in the Columbia and Threadneedle groups of companies. Contact us for more current data.