409A Issues

664 topics in this forum

1. "Become a party to sale agreement" as payment trigger?

   By kmhaab, December 11, 2020
   • 3 replies
   • 577 views
   • 
   • Luke Bailey
   • December 15, 2020

2. "Good Reason" Severance & Time of Payment

   By Guest crs, September 4, 2006
   • 8 replies
   • 3.2k views
   • 
   • Just Me
   • September 14, 2006

3. "Insider" Under Securities Exchange Act

   By kgr12, July 23, 2024
   • 2 replies
   • 910 views
   • 
   • Peter Gulia
   • July 23, 2024

4. 1.409A-3(d) and Installments. Insights?

   By ERISAatty, April 12, 2012
   • 1 reply
   • 3.3k views
   • 
   • Draper55
   • May 10, 2012

5. 162 Bonus Arrangement with Post-Separation Premiums

   By XTitan, August 29, 2008
   • 11 replies
   • 3.6k views
   • 
   • XTitan
   • September 5, 2008

6. 162(m) - Performance-based comp

   By Guest JTL, March 18, 2008
   • 4 replies
   • 2.3k views
   • 
   • Guest
   • March 29, 2008

7. 20% additional tax

   By Ken Davis, August 8, 2008
   • 3 replies
   • 2k views
   • 
   • XTitan
   • August 12, 2008

8. 20% additional tax

   By Ken Davis, May 1, 2007
   • 10 replies
   • 2.9k views
   • 
   • Steelerfan
   • May 25, 2007

9. 20% Federal Taxes -- Exception?

   By 415 Limit, March 23, 2010
   • 2 replies
   • 1.4k views
   • 
   • XTitan
   • March 23, 2010

10. 2008-113

    By Guest MJ1, March 9, 2011
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • May 12, 2011

11. 2008-113

    By Guest Mel Kiper Jr., March 10, 2011
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 10, 2011

12. 2008-113 Corrections - Interest goes to Employer?

    By ERISA-Bubs, December 19, 2011
    • 2 replies
    • 1.7k views
    • 
    • Just Me
    • January 9, 2012

13. 27th Payroll in 2015 and 409A

    By dv13, January 13, 2016
    • 4 replies
    • 1.7k views
    • 
    • K2retire
    • January 18, 2016

14. 403(b) Plans

    By Guest SJW, March 13, 2009
    • 1 reply
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • March 13, 2009

15. 403B and IRA RMD catastrophe

    By Guest 401kguy, November 18, 2014
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 18, 2014

16. 404(a)(5) timing rule

    By Guest ceg73, December 18, 2012
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • December 18, 2012

17. 409 A reporting

    By Guest billyj, November 12, 2007
    • 3 replies
    • 2.5k views
    • 
    • Steelerfan
    • January 22, 2008

18. 409A

    By Guest RJW, September 9, 2008
    • 4 replies
    • 1.8k views
    • 
    • Chaz
    • September 11, 2008

19. 409A

    By Guest woodchuck, December 13, 2007
    • 14 replies
    • 3.1k views
    • 
    • Steelerfan
    • January 3, 2008

20. 409A

    By Guest lvegas, May 16, 2007
    • 2 replies
    • 1.5k views
    • 
    • namealreadyinuse
    • May 16, 2007

21. 409A

    By Guest lvegas, November 14, 2008
    • 5 replies
    • 1.9k views
    • 
    • QDROphile
    • November 18, 2008

22. 409A - "Amount Deferred"

    By Guest long, August 23, 2007
    • 1 reply
    • 1.2k views
    • 
    • Steelerfan
    • August 24, 2007

23. 409A - Change in Control of Disregarded Entity

    By ECSmith, July 31, 2024
    • 1 reply
    • 1k views
    • 
    • gc@chimentowebb.com
    • August 4, 2024

24. 409A - Change in Payment Formula

    By Guest vdh2014, October 15, 2015   

    • 409a; nonqualified deferred
    • 0 replies
    • 1k views
    • 
    • Guest
    • October 15, 2015

25. 409A - election when first eligible

    By Guest NJ-Center of the Universe, December 19, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 19, 2011

26. 409A - Is a change in installment calculation method a change in time or form of payment?

    By CMC, July 19, 2020
    • 2 replies
    • 1.2k views
    • 
    • Luke Bailey
    • July 20, 2020

27. 409A - need to cancel deferral election

    By benefitsguru, March 2, 2015
    • 3 replies
    • 1.7k views
    • 
    • QDROphile
    • March 2, 2015

28. 409A - stock grant versus stok option

    By Guest JJ25, October 19, 2006
    • 5 replies
    • 3.8k views
    • 
    • Steelerfan
    • October 20, 2006

29. 409A "Correction" Now that we are outside of Correction Notice Transition Period

    By Guest newtobenefits, May 12, 2010
    • 1 reply
    • 1.3k views
    • 
    • XTitan
    • May 13, 2010

30. 409A "Linked" Nonqualified Plans

    By EBECatty, January 9, 2020
    • 0 replies
    • 822 views
    • 
    • EBECatty
    • January 9, 2020

31. 409A (and/or 457?) Issues as to Physician Employment Agreement

    By WestCoast, June 27, 2012
    • 3 replies
    • 3.4k views
    • 
    • jpod
    • June 29, 2012

32. 409A / 457(f) - Voluntary Termination After Change in Control

    By EBECatty, October 8, 2019
    • 3 replies
    • 1.2k views
    • 
    • Luke Bailey
    • October 10, 2019

33. 409a & Paid Annual Leave Cash-outs

    By Guest kimvb, January 25, 2006
    • 5 replies
    • 4.1k views
    • 
    • Guest
    • April 18, 2006

34. 409A Alternate Payment Amounts

    By EBECatty, September 25, 2020
    • 8 replies
    • 1.6k views
    • 
    • FORMER ESQ.
    • October 12, 2020

35. 409A and 105(h) discriminatory retiree medical plans

    By Guest JMKirschbaum, December 2, 2005
    • 16 replies
    • 9.9k views
    • 
    • GBurns
    • December 23, 2005

36. 409A and 457(f) Big Picture

    By 401 Chaos, June 15, 2007
    • 10 replies
    • 3.7k views
    • 
    • Steelerfan
    • June 19, 2007

37. 409A and 457(f) earnings

    By Guest ecleverdon, June 5, 2007
    • 8 replies
    • 8.5k views
    • 
    • Guest
    • September 7, 2007

38. 409A and Best Interest Disclosure

    By Mark Whitelaw, March 27, 2020
    • 0 replies
    • 554 views
    • 
    • Mark Whitelaw
    • March 27, 2020

39. 409A and Sale of Stock in a Professional Corp

    By Guest Stuartt, May 18, 2007
    • 19 replies
    • 7.2k views
    • 
    • 401 Chaos
    • August 12, 2008

40. 409A and TARP Intersection (Collision)

    By 401 Chaos, June 25, 2010
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • June 29, 2010

41. 409a as collateral for loan

    By Beemer, December 14, 2011
    • 7 replies
    • 4.3k views
    • 
    • Beemer
    • December 16, 2011

42. 409A Change in Control loophole?

    By dv13, May 19, 2015
    • 3 replies
    • 1.2k views
    • 
    • dv13
    • May 20, 2015

43. 409A Christmas

    By oriecat, December 23, 2005
    • 0 replies
    • 2.6k views
    • 
    • oriecat
    • December 23, 2005

44. 409A Correction by Plan Amendment -- Is everyone still sending the Notices under Section XII of IRS Notice 2010-06?

    By Centerstage, December 12, 2022
    • 2 replies
    • 957 views
    • 
    • Centerstage
    • May 25, 2023

45. 409A Correction Program

    By MarkS, April 13, 2023
    • 3 replies
    • 1k views
    • 
    • MarkS
    • April 14, 2023

46. 409A Correction Program Question

    By Guest newtobenefits, January 21, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 6, 2009

47. 409A Deferral Election Issues

    By Guest elmo27, November 1, 2011
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • November 4, 2011

48. 409a distribution

    By Guest MikeAIGFA, February 7, 2008
    • 5 replies
    • 2k views
    • 
    • Steelerfan
    • February 8, 2008

49. 409A Exempt Stock Right?

    By EBECatty, October 10, 2018
    • 1 reply
    • 791 views
    • 
    • Luke Bailey
    • October 11, 2018

50. 409A Issues in Spin-Off with NQDC at Parent Level

    By SycamoreFan, October 22, 2013   

    • 409ASeparation from Service
    • rabbi trust
    • (and 1 more)

      Tagged with:

      • 409ASeparation from Service
      • rabbi trust
      • plan termination
    • 0 replies
    • 4.8k views
    • 
    • SycamoreFan
    • October 22, 2013