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409A Issues

664 topics in this forum

  1. 409A Operational Violation

    By Chaz,
    • 1 reply
    • 1.9k views

  2. Calculation of income inclusion

    By Guest JMN,
    • 1 reply
    • 1.7k views

  3. Waiver / Acceleration of a Condition to Deferred Comp.

    By Guest Eric A,
    • 1 reply
    • 1.8k views

  4. Salary deferral NQDCP

    By Guest intoERISA,
    • 1 reply
    • 1.6k views

  5. Linked Plans

    By Randy Watson,
    • 1 reply
    • 2.8k views
    • Guest
    • Guest

  6. 409A Same Desk Rule

    By Jeff Kirtner,
    • 1 reply
    • 2.9k views
    • Guest
    • Guest

  7. Plan Termination Amendment

    By Randy Watson,
    • 1 reply
    • 1.8k views

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

    By ERISA-Bubs,
    • 1 reply
    • 629 views

  9. 403(b) Plans

    By Guest SJW,
    • 1 reply
    • 1.3k views

  10. ISO 100k rule

    By Guest cookiek1,
    • 1 reply
    • 2.3k views

  11. initial eligibility and 30 day rule

    By Guest George Chimento,
    • 1 reply
    • 2.2k views

  12. Terminating Loan Regime Split Dollar and 409A

    By CaliBen,
    • 1 reply
    • 2.1k views
    • Guest
    • Guest

  13. 457(f) Violation - Does it result in 409A penalty too?

    By WestCoast,
    • 1 reply
    • 3.5k views
    • Guest
    • Guest

  14. When Are Commissions Earned?

    By Guest Exec Comp,
    • 1 reply
    • 3.9k views

  15. 409A "Correction" Now that we are outside of Correction Notice Transition Period

    By Guest newtobenefits,
    • 1 reply
    • 1.3k views

  16. Definition of Specified Date

    By Guest gaham,
    • 1 reply
    • 1.6k views

  17. FICA/Medicare Taxes

    By Guest IRISH79,
    • 1 reply
    • 2k views

  18. Retroactive Amendments

    By ERISA-Bubs,
    • 1 reply
    • 1.7k views

  19. 415/401(a)(17) Excess Plan Payout Date

    By Guest Patrick Foley,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  20. Is this arrangment subject to 409A?

    By Guest drp41980,
    • 1 reply
    • 1.2k views

  21. Change in Control Question

    By Guest Guy Incognito,
    • 1 reply
    • 1.3k views

  22. Correcting SAR failures

    By Guest JMN,
    • 1 reply
    • 1.3k views

  23. Pro-rated Bonus

    By Guest Mr. Kite,
    • 1 reply
    • 1.4k views

  24. Average Benefits Test & Cross Testing

    By Guest Michele Ciz,
    • 1 reply
    • 1.9k views

  25. Termination/Acceleration

    By Randy Watson,
    • 1 reply
    • 2.8k views
    • Guest
    • Guest

  26. Acceleration of grandfathered benefits

    By holdco,
    • 1 reply
    • 1.4k views

  27. Tax Reporting

    By ERISA-Bubs,
    • 1 reply
    • 2.8k views
    • Guest
    • Guest

  28. Change In Control Events

    By SycamoreFan,
    • 1 reply
    • 2.4k views
    • Guest
    • Guest

  29. Cashout after BCD

    By Guest Spock,
    • 1 reply
    • 1.4k views

  30. Cash Balance in a restoration plan

    By Guest Spock,
    • 1 reply
    • 1.8k views

  31. Endorsement Split Dollar and Carrier Alternate Term Rates

    By CaliBen,   
    • 1 reply
    • 1.1k views

  32. Employer Discretionary Contributions

    By Guest Buzzman,
    • 1 reply
    • 2.4k views

  33. Promise to grant options in the future

    By Guest ABC,
    • 1 reply
    • 3.1k views
    • Guest
    • Guest

  34. Non-profit

    By cdavis25,
    • 1 reply
    • 1.7k views

  35. IRS Audits / settlements

    By Guest FAQ,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  36. NQ Deferral election timing for a new hire sign-on bonus?

    By NQ Forever,
    • 1 reply
    • 802 views

  37. Participant Inadvertently Deferred More Comp Than Available

    By Eric Taylor,
    • 1 reply
    • 1.1k views

  38. How are nonqual cash balance plans treated for plan aggregation purpose?

    By Guest newtobenefits,
    • 1 reply
    • 1.2k views

  39. Subsequent Deferral Election - Change in Form of Payment

    By EBspecialist,   
    • 1 reply
    • 2.4k views

  40. Employer can avoid payment

    By Guest long,
    • 1 reply
    • 1.1k views

  41. Timing of Plan Aggregation

    By Guest newtobenefits,
    • 1 reply
    • 1.1k views

  42. Change in Control payment term

    By Guest JMN,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  43. Separation Pay and 401(a)(17) limits

    By Guest Mr. Kite,
    • 1 reply
    • 2.2k views

  44. Accelerating vesting/payment Short-term deferral exception

    By Moosen14,
    • 1 reply
    • 1.5k views
    • HCE
    • HCE

  45. Fringe Benefits

    By Guest Buzzman,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  46. Unforeseeable emergencies amendment

    By randagulp,   
    • 1 reply
    • 1.2k views

  47. 409A - Change in Control of Disregarded Entity

    By ECSmith,
    • 1 reply
    • 1k views

  48. Change in Control

    By Chaz,
    • 1 reply
    • 1.3k views

  49. Scrivener's Error?

    By ERISA25,
    • 1 reply
    • 4.5k views

  50. 409A Exempt Stock Right?

    By EBECatty,
    • 1 reply
    • 796 views
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