409A Issues

666 topics in this forum

1. Post Employment Consulting and Separation from Service

   By kgr12, January 25, 2018
   • 5 replies
   • 3.6k views
   • 
   • kgr12
   • February 1, 2018

2. Post-Employment Welfare Benefit Continuation

   By rocknrolls2, June 27, 2007
   • 2 replies
   • 1.6k views
   • 
   • KJohnson
   • June 27, 2007

3. Post-Termination Compensation from Inter-Company Payments

   By SycamoreFan, May 1, 2014
   • 3 replies
   • 2k views
   • 
   • SycamoreFan
   • May 2, 2014

4. Pre-2009 violations

   By Guest JMN, April 6, 2011
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • April 6, 2011

5. Pre-409A

   By ERISA-Bubs, December 28, 2012
   • 0 replies
   • 3.2k views
   • 
   • ERISA-Bubs
   • December 28, 2012

6. Private Company SARs

   By ERISA-Bubs, May 23, 2016
   • 0 replies
   • 1.1k views
   • 
   • ERISA-Bubs
   • May 23, 2016

7. Pro-rated Bonus

   By Guest Mr. Kite, December 9, 2008
   • 1 reply
   • 1.5k views
   • 
   • Just Me
   • December 9, 2008

8. Pro-Rated Bonus Payments as Part of Severance Package

   By Guest jhall, July 17, 2007
   • 6 replies
   • 4.9k views
   • 
   • Steelerfan
   • July 19, 2007

9. Prohibited Transactions

   By Guest Msawalski, March 20, 2014
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • March 24, 2014

10. Promise to grant options in the future

    By Guest ABC, July 3, 2012
    • 1 reply
    • 3.2k views
    • 
    • Guest
    • July 5, 2012

11. Put option on an option?

    By Guest Mr. Kite, December 11, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 11, 2008

12. QDRO Acceleration vs. Nonassignability

    By dv13, January 25, 2013
    • 8 replies
    • 9.1k views
    • 
    • QDROphile
    • January 28, 2013

13. qualified plan/non qualified plan

    By k man, March 13, 2008
    • 7 replies
    • 2.9k views
    • 
    • Steelerfan
    • March 20, 2008

14. Question on 409A Income Inclusion / Jan 2009

    By Guest MY7056, December 11, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 11, 2008

15. Rabbi Trust

    By Randy Watson, February 11, 2009
    • 3 replies
    • 3.4k views
    • 
    • Ron Snyder
    • February 14, 2009

16. Recommendation for 409A/457f Documents

    By austin3515, December 5, 2016
    • 2 replies
    • 1.2k views
    • 
    • austin3515
    • December 20, 2016

17. Redeferring Part of a Scheduled Payment

    By Guest Inquiring Mind, June 18, 2010
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 8, 2011

18. Reducing the required quantum of common ownership for a service recipient controlled group in the case of brother-sister companies

    By Luke Bailey, September 29, 2018   

    • 1.409a(h)(3)
    • 409a controlled group
    • 0 replies
    • 597 views
    • 
    • Luke Bailey
    • September 29, 2018

19. Reemployment and 409A

    By Guest elmo27, October 31, 2011
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 31, 2011

20. Reimbursement of Health Insurance Expenses Beyond COBRA Period

    By 401 Chaos, August 16, 2007
    • 2 replies
    • 3.2k views
    • 
    • 401 Chaos
    • August 16, 2007

21. Reimbursements and In-Kind Benefits

    By Guest basilb, September 29, 2010
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 29, 2010

22. Release Required Independent of Payment Schedule

    By Christine Roberts, May 28, 2021
    • 3 replies
    • 821 views
    • 
    • Christine Roberts
    • June 3, 2021

23. Reload Options under 409A

    By Guest Benefitsrock, December 4, 2008
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 4, 2008

24. Removing a permissible payment event

    By SycamoreFan, August 17, 2010
    • 1 reply
    • 2.1k views
    • 
    • 401 Chaos
    • August 25, 2010

25. Replace severance benefit with incentive bonus under post-merger employment agreement

    By panther, January 7, 2020   

    • substitution
    • 1 reply
    • 687 views
    • 
    • CuseFan
    • January 7, 2020

26. Replacing 409A plans/substitution

    By Guest thefades, April 2, 2010
    • 1 reply
    • 3.8k views
    • 
    • 401 Chaos
    • April 29, 2010

27. Reporting and Withholding

    By Oh so SIMPLE, December 12, 2007
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • December 17, 2007

28. Requirement that payments begin at age 55 (regardless of separation age)?

    By ERISAatty, June 3, 2009
    • 2 replies
    • 1.4k views
    • 
    • J Simmons
    • June 6, 2009

29. Reserving Discretion to Pay Out Deferred Comp in Either Stock or Cash

    By Guest jhall, October 1, 2008
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 1, 2008

30. Resolved

    By Guest Grumpy456, August 2, 2011
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 2, 2011

31. Responsibility to Amend Plan

    By Guest clfideler, December 24, 2008
    • 2 replies
    • 1.1k views
    • 
    • Jim Chad
    • December 26, 2008

32. Restricted Stock

    By Chaz, February 9, 2012
    • 11 replies
    • 9.5k views
    • 
    • ERISA-Bubs
    • March 5, 2012

33. Restricted Stock Units

    By Chaz, December 8, 2012
    • 0 replies
    • 2.7k views
    • 
    • Chaz
    • December 8, 2012

34. Retaining Discretion Over Early Retirement Benefits

    By 401 Chaos, December 10, 2008
    • 9 replies
    • 2.9k views
    • 
    • 401 Chaos
    • June 16, 2010

35. Retention payment

    By Ken Davis, June 24, 2009
    • 3 replies
    • 1.6k views
    • 
    • jpod
    • July 6, 2009

36. Retroactive Amendments

    By ERISA-Bubs, January 23, 2012
    • 1 reply
    • 1.7k views
    • 
    • QDROphile
    • January 24, 2012

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

    By kgr12, August 8, 2022
    • 3 replies
    • 955 views
    • 
    • gc@chimentowebb.com
    • August 13, 2022

38. Revenue Procedure 2008-52

    By GBurns, September 24, 2008
    • 6 replies
    • 2.1k views
    • 
    • GBurns
    • September 25, 2008

39. Revisiting Continuation of Health Benefits Following Termination

    By 401 Chaos, November 25, 2008
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • December 3, 2008

40. Revocation of 409A payments

    By spartytax, February 11, 2015
    • 0 replies
    • 946 views
    • 
    • spartytax
    • February 11, 2015

41. Revoke Election While in Original Election Period

    By Guest mbw, January 24, 2008
    • 4 replies
    • 2.1k views
    • 
    • Steelerfan
    • January 25, 2008

42. revoking waiver of participation

    By t.haley, April 13, 2010
    • 0 replies
    • 1.3k views
    • 
    • t.haley
    • April 13, 2010
43. Rollovers

    Topic was moved to forum Distributions and Loans, Other than QDROs

44. Safe Harbor Plan Mid Year Eligibility Amendment

    By XroadsTPA, June 9, 2016
    • 3 replies
    • 1.6k views
    • 
    • XroadsTPA
    • June 10, 2016

45. Salary deferral

    By Guest JMN, October 11, 2012
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • October 11, 2012

46. Salary deferral NQDCP

    By Guest intoERISA, September 24, 2007
    • 1 reply
    • 1.6k views
    • 
    • Steelerfan
    • September 26, 2007

47. Sale of Disregarded Entity - "Separation from Service"?

    By WestCoast, July 2, 2009
    • 0 replies
    • 2.5k views
    • 
    • WestCoast
    • July 2, 2009

48. SAR agreement payable upon CIC

    By beartd, March 23, 2016
    • 5 replies
    • 1.3k views
    • 
    • jpod
    • March 25, 2016

49. SARs and Formula Valuation

    By Guest mbw, October 7, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 7, 2008

50. Savings Interest Rates

    By Guest abeysomone, October 13, 2010
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 15, 2010