A chance to cap executive pay

 

 

MADELAINE DROHAN

 

GLOBE AND MAIL UPDATE

 

SEPTEMBER 25, 2008 AT 6:39 PM EDT

 

OTTAWA — No one should be too surprised that excessive executive compensation emerged as a potential stumbling block to Washington's $700-billion (U.S.) bailout package of the financial industry.

 

Jane and Joe Six-Pack may not understand the intricacies of the deal, especially if their only source of information is President George W. Bush, whose deer-inthe-headlights address to the nation Wednesday night was neither terribly informative, nor reassuring.

 

But they do understand the inherent unfairness of giving their hard-earned money to men with stratospheric pay packets, without attaching any strings. It would have been hard for members of Congress to ignore the entirely predictable public backlash, even if this were not an election year.

 

Legislators now have an historic opportunity to use this crisis to make some much-needed changes to the rules for executive pay. Will they use it? Or, in their hurry to cobble together a bailout package with the threat of financial Armageddon hanging over their heads, will they do a quick fix limited only to the immediate bailout, thus ensuring there will be more, if slightly different, corporate crises linked to compensation down the road?

 

The details trickling out of Washington on Thursday afternoon indicate that they have opted for the quick fix and are recommending caps on the pay of executives whose firms receive taxpayers' money.

 

That's fine as far as it goes. But U.S. legislators should not stop there. Now is the time to inject some common sense into the long-running debate over how much is too much pay.

 

Ever since excessive pay first became an issue back in the 1970s there has been talk of legislating the relationship between the money received by an executive and that received by the lowest paid employee. Back then the average for executive pay was something like 25 times that of the humblest worker on staff. It has since soared to more than 350 times.

 

Some companies tried it on their own. Ben and Jerry's, the ice cream maker from Vermont, once stipulated that the top executive could not earn more than seven times the salary of the lowest paid. They dropped that policy in 1994 when they could not find any executives willing to submit to that restriction.

 

Perhaps a higher number would work, but then who would decide what that number would be? Business would not want to leave this up to politicians. They might set the bar too low. Yet in the absence of legislation, companies refusing to cap their executives' compensation could raid firms who had imposed some limits. The whole exercise is too complicated to contemplate.

 

Congress has made other attempts over the years to set hard limits on things like golden parachutes or the tax deductibility of executive salaries. A 1984 law stated that golden parachutes worth more than three times the base salary of an executive would not be tax deductible. In 1993, a law was passed that said only the first million of salary could be deducted from tax. Both measures led to companies gaming the system to ensure that executive pay kept rising.

 

All of these attempts failed because they did not recognize that excessive pay is a symptom of a much deeper problem – shareholders no longer control the companies they own. This isn't true in all cases. Majority shareholders do have a greater say. But in widely held companies, management is running the show, held in check by a board of directors, which may or may not have been hand-picked by management in the first place.

 

The disconnect between the ultimate owners and the company was glaringly obvious in the Enron, WorldCom and other scandals, after which the Sarbanes-OxleyAct was passed to improve corporate governance. While it may have led to improvements in other areas, it has not had much impact on salaries.

 

Yet this is not an intractable problem. Members of Congress could take advantage of the current crisis to do some good with two simple steps that do not involve complicated ratios, amendments to already Byzantine tax laws, or more onerous burdens for corporate directors.

 

Step one is to pass a law requiring absolute transparency on what executives are paid. There were moves in this direction in 2006, but the presentation of figures is still too complicated. Executives know to the last penny how much money they are due to receive. Shareholders should have the same, clear information.

 

Step two is to pass a law requiring every company to hold a binding vote by shareholders every year on executive pay. Shareholders are, after all, the owners of the company and should be the ones to decide what their managers are worth.

 

If excessive pay awards continue, so be it. The owners will have decided. Right now they don't have that right.