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409A Issues

644 topics in this forum

  1. Transaction bonus not linked to employment status

    By Lawful Citizen,
    • 5 replies
    • 284 views

  2. Excess Benefit Plan mistakes

    By not sure,
    • 2 replies
    • 235 views

  3. Specified employee 6 month delay and income taxes

    By Steamboat,
    • 1 reply
    • 358 views

  4. Employer Nonelective Contribution - Election Timing

    By ecphcs2,
    • 2 replies
    • 221 views

  5. acceleration of vesting/payment

    By Moosen14,   
    • 2 replies
    • 300 views

  6. Taxation (distribution)

    By Dobber,
    • 2 replies
    • 232 views

  7. Affiliated service groups and 409(A)

    By pcbenefits007,
    • 1 reply
    • 192 views

  8. Subsequent Deferral rules -- 12 months before trigger, or 12 months before actual payment date?

    By ERISA-Bubs,
    • 1 reply
    • 177 views

  9. Subsequent Deferral Election

    By Steamboat,
    • 4 replies
    • 383 views

  10. 409A Correction by Plan Amendment -- Is everyone still sending the Notices under Section XII of IRS Notice 2010-06?

    By Centerstage,
    • 2 replies
    • 486 views

  11. 409A Correction Program

    By MarkS,
    • 3 replies
    • 466 views

  12. Bank Creates Holding Company What Part of 1.409A-3(i)(5) excludes it as Change in Control Event

    By Centerstage,   
    • 0 replies
    • 272 views

  13. Change of Control and Attribution rules

    By EmpbAF,
    • 2 replies
    • 480 views

  14. Non-account balance plan value in liquidation

    By EBECatty,
    • 5 replies
    • 636 views

  15. Payment Amount Based on Appraised Value of Company

    By Jeff Kirtner,
    • 5 replies
    • 466 views

  16. Plan Amendment to Change Default Form of Payment

    By Cowgirl83,
    • 1 reply
    • 357 views

  17. Elective deferrals subject to a substantial risk of forfeiture?

    By ERISA guy,
    • 5 replies
    • 419 views

  18. Retrospective and Future Bonus Payments and "Performance-Based Compensation"

    By kgr12,
    • 3 replies
    • 299 views

  19. Does modification in NQDC impact Separation of Service date

    By jpstl,
    • 5 replies
    • 378 views

  20. Long-Term Bonus Plan - 409A Exempt vs. Non-Exempt

    By EBECatty,
    • 0 replies
    • 338 views

  21. Can plan allow distribution event to be "later of" separation from service or a specified date?

    By mariemonroe,
    • 10 replies
    • 535 views

  22. Accelerating vesting of early-exercised stock?

    By beiser,
    • 1 reply
    • 509 views

  23. Option Exercise Price

    By EBECatty,
    • 3 replies
    • 410 views

  24. Accelerating vesting/payment Short-term deferral exception

    By Moosen14,
    • 1 reply
    • 728 views

  25. Identifying Payment Event under 409A

    By kmhaab,
    • 4 replies
    • 656 views
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