409A Issues

664 topics in this forum

1. Change in Control Definitions

   By Guest RWMalone, May 6, 2008
   • 3 replies
   • 2k views
   • 
   • Steelerfan
   • May 7, 2008

2. Is a PTO Bank Nonqualified Deferred Compensation?

   By Guest djw, April 6, 2008
   • 11 replies
   • 10k views
   • 
   • J Simmons
   • August 20, 2008

3. Failure to Bring Arrangement into Compliance

   By Guest PBJ, April 2, 2008
   • 3 replies
   • 1.8k views
   • 
   • Steelerfan
   • April 3, 2008

4. Single Time/Form - Separate elections for each year?

   By Guest kodle, March 21, 2008
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • March 22, 2008

5. 162(m) - Performance-based comp

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

6. qualified plan/non qualified plan

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

7. Effective Date as 01/01/05

   By Guest Guy Incognito, February 28, 2008
   • 4 replies
   • 1.8k views
   • 
   • Guest
   • February 29, 2008

8. Moving Expense Reimbursement subject to 409A?

   By J Simmons, February 26, 2008
   • 2 replies
   • 2.7k views
   • 
   • Guest
   • March 6, 2008

9. What happens On 1/01/09?

   By Chaz, February 18, 2008
   • 2 replies
   • 1.3k views
   • 
   • Chaz
   • February 20, 2008

10. Brother-Sister Businesses Under Common Control

    By Guest Donaldson, February 13, 2008
    • 0 replies
    • 3.2k views
    • 
    • Guest
    • February 13, 2008

11. Non-Custodial TPA's

    By Guest John F. Balevic, February 12, 2008
    • 2 replies
    • 1.4k views
    • 
    • Jim Chad
    • February 19, 2008

12. 409a distribution

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

13. Average Benefits Test & Cross Testing

    By Guest Michele Ciz, February 7, 2008
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • February 7, 2008

14. Revoke Election While in Original Election Period

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

15. Taxable reimbursements

    By Guest JM123, January 7, 2008
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 1, 2008

16. Specified Employee --- Who is an officer?

    By Flight33, January 5, 2008
    • 3 replies
    • 3.6k views
    • 
    • J Simmons
    • March 11, 2008

17. Extension of Option Expiration Dates Under 409A

    By Guest jhall, December 18, 2007
    • 0 replies
    • 3.5k views
    • 
    • Guest
    • December 18, 2007

18. 409A

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

19. Reporting and Withholding

    By Oh so SIMPLE, December 12, 2007
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • December 17, 2007

20. Loan to Company

    By Chaz, December 11, 2007
    • 1 reply
    • 1.2k views
    • 
    • Steelerfan
    • December 17, 2007

21. Failure to designate time and form of payment

    By Guest intoERISA, December 6, 2007
    • 1 reply
    • 1.3k views
    • 
    • Steelerfan
    • December 6, 2007

22. Transitional Relief / Linked Plans

    By Guest billyj, November 15, 2007
    • 7 replies
    • 2k views
    • 
    • Just Me
    • December 11, 2007

23. Termination with cause as involuntary?

    By Guest CABatty, November 14, 2007
    • 1 reply
    • 1.7k views
    • 
    • Steelerfan
    • November 27, 2007

24. 409 A reporting

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

25. Failed Change in Control

    By Christine Roberts, November 6, 2007
    • 10 replies
    • 2.6k views
    • 
    • Chaz
    • November 9, 2007

26. options on preferred stock

    By Guest JTK, November 6, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 6, 2007

27. Stock options and transitional rules

    By Locust, November 5, 2007
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • November 6, 2007

28. Earned and vested before 2005?

    By J Simmons, October 29, 2007
    • 5 replies
    • 1.6k views
    • 
    • Everett Moreland
    • October 31, 2007

29. Substantial Risk of Forfeiture and 457(f)

    By Randy Watson, October 29, 2007
    • 4 replies
    • 1.4k views
    • 
    • Randy Watson
    • October 29, 2007

30. change in form of payment

    By Guest Benefitsrock, October 24, 2007
    • 2 replies
    • 1.3k views
    • 
    • Steelerfan
    • October 25, 2007

31. Clarifying Notice 2007-86

    By Everett Moreland, October 24, 2007
    • 0 replies
    • 2k views
    • 
    • Everett Moreland
    • October 24, 2007

32. One Time One Form of Payment Rule

    By Guest mbw, October 24, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 24, 2007

33. Help on misdated discounted option subject to 409A

    By Guest okok2k@yahoo.com.cn, October 21, 2007
    • 3 replies
    • 1.9k views
    • 
    • Steelerfan
    • October 23, 2007

34. Consulting Agreement

    By Guest mbw, October 18, 2007
    • 12 replies
    • 6.5k views
    • 
    • Steelerfan
    • October 19, 2007

35. Identifying Specified Employees

    By Guest Grumpy456, October 18, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 18, 2007

36. Employer Changing Type of Payment

    By Guest Grumpy456, October 16, 2007
    • 2 replies
    • 1.3k views
    • 
    • Steelerfan
    • October 16, 2007

37. Director as Specified Employee

    By Chaz, October 16, 2007
    • 6 replies
    • 5.1k views
    • 
    • Just Me
    • November 26, 2008

38. Transition Rules

    By Randy Watson, October 16, 2007
    • 2 replies
    • 1.1k views
    • 
    • Randy Watson
    • October 16, 2007

39. How Far Does a 409A Taint Go?

    By Guest Grumpy456, October 15, 2007
    • 3 replies
    • 1.4k views
    • 
    • Steelerfan
    • October 16, 2007

40. Incorporation of definitions by reference

    By Guest CABatty, October 15, 2007
    • 10 replies
    • 3.1k views
    • 
    • Guest
    • October 17, 2007

41. Extension of 409A transition rules

    By Guest jfsinger, October 15, 2007
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 22, 2007

42. Installment Payments under 409A

    By Guest PBJ, October 10, 2007
    • 2 replies
    • 2.8k views
    • 
    • gc@chimentowebb.com
    • October 20, 2007

43. Time and Form of Paument Election

    By Guest Buzzman, October 10, 2007
    • 1 reply
    • 1.2k views
    • 
    • Steelerfan
    • October 11, 2007

44. Fringe Benefits

    By Guest Buzzman, October 5, 2007
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • October 5, 2007

45. Successor Entity

    By Randy Watson, October 2, 2007
    • 3 replies
    • 1.6k views
    • 
    • Steelerfan
    • October 4, 2007

46. Severance

    By Guest jmc51, September 29, 2007
    • 8 replies
    • 1.9k views
    • 
    • Steelerfan
    • October 4, 2007

47. Salary deferral NQDCP

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

48. Exchange of Stock Options for Restricted Shares

    By Guest jhall, September 21, 2007
    • 3 replies
    • 4.4k views
    • 
    • Steelerfan
    • September 26, 2007

49. Deferred Comp Payouts Prior to 1/1/08

    By Guest jensenro@gmail.com, September 20, 2007
    • 8 replies
    • 1.7k views
    • 
    • XTitan
    • September 24, 2007

50. IPO

    By Guest Guy Incognito, September 18, 2007
    • 7 replies
    • 3.2k views
    • 
    • Guest
    • November 30, 2007