Equity-Based Deferral Plans
Restricted Stock Units (RSUs) and Performance Stock Units (PSUs) Deferral Opportunities.
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The Advantages of Deferring Equity Forms of Compensation
Did you know that the projected cumulative benefits associated with deferring equity-based funds, such as RSUs/PSUs, into a DCP versus receiving them as income can be advantageous for executives and the company’s shareholders?
Plans can be flexible and provide executives with an opportunity to choose from a variety of investment funds.
Advantages of Deferring RSUs/PSUs
- Deferral of income taxes on RSU/PSU value
- Tax-deferred wealth accumulation on an RSU/PSU pretax balance
- Opportunity to preserve equity position upon vesting
- Ability to diversify out of one stock position and into a managed portfolio
- Positive P&L impact to the company
- No cash flow cost to the company