409A Issues

666 topics in this forum

1. Scope of Plan Aggregation

   By SycamoreFan, July 22, 2008
   • 0 replies
   • 1.5k views
   • 
   • SycamoreFan
   • July 22, 2008

2. Scrivener's Error?

   By ERISA25, August 22, 2012
   • 1 reply
   • 4.6k views
   • 
   • 401 Chaos
   • November 8, 2012

3. Second Elections

   By jpod, January 16, 2016
   • 3 replies
   • 1.1k views
   • 
   • EBECatty
   • January 18, 2016

4. Section 409A & Physician Employment Agreements

   By Guest crs, September 8, 2006
   • 10 replies
   • 5.9k views
   • 
   • Everett Moreland
   • March 12, 2008

5. Self-Correction of 409A Violations

   By Guest jhall, December 1, 2006
   • 1 reply
   • 2.3k views
   • 
   • Guest
   • April 29, 2008

6. Separate EIN for Rabbi Trust

   By HCE, September 24, 2021
   • 6 replies
   • 3.4k views
   • 
   • Luke Bailey
   • November 23, 2024

7. Separate Payment

   By Guest meeh3704, October 9, 2008
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • October 9, 2008

8. Separate Payments / Short Term Deferral

   By ERISA-Bubs, May 7, 2012
   • 7 replies
   • 4.2k views
   • 
   • jpod
   • May 9, 2012

9. separation from service

   By Guest JBauer, April 2, 2007
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • April 2, 2007

10. separation from service as payment event & termination for cause

    By Gudgergirl, July 17, 2013
    • 3 replies
    • 4.7k views
    • 
    • jpod
    • July 22, 2013

11. Separation From Service Resulting from Spin-off

    By ERISA-Bubs, March 13, 2012
    • 0 replies
    • 1.6k views
    • 
    • ERISA-Bubs
    • March 13, 2012

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

    By Guest Mr. Kite, February 26, 2009
    • 1 reply
    • 2.2k views
    • 
    • QDROphile
    • February 27, 2009

13. Separation Pay plan -- timing of amendment

    By Guest Mr. Kite, February 16, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 16, 2009

14. Separation Pay: Good Reason Safe Harbors

    By Randy Watson, April 18, 2007
    • 2 replies
    • 1.8k views
    • 
    • Just Me
    • April 20, 2007

15. Sequential/Successive Ineligible 457 Plans

    By Christine Roberts, March 26, 2012
    • 1 reply
    • 1.5k views
    • 
    • ERISA-Bubs
    • March 27, 2012

16. SERP for Deceased Participant

    By KimberlyC, May 13, 2019   

    • serp
    • deferred comp
    • (and 1 more)

      Tagged with:

      • serp
      • deferred comp
      • 409a; nonqualified deferred
    • 2 replies
    • 1.2k views
    • 
    • Luke Bailey
    • May 14, 2019

17. SERP offset under 2007 transition rules

    By Guest jfsinger, May 31, 2007
    • 3 replies
    • 2k views
    • 
    • Steelerfan
    • June 7, 2007

18. Service Provider Agrees to Reduction in Payment

    By ERISA25, April 12, 2011
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • April 12, 2011

19. Service Recipient Discretion

    By Guest ebenny, November 26, 2012
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • November 26, 2012

20. Severance

    By Guest aaronk, October 19, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 19, 2009

21. Severance

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

22. Severance Agreement

    By Guest Buzzman, August 9, 2010
    • 1 reply
    • 2.5k views
    • 
    • SycamoreFan
    • September 23, 2010

23. Severance and CIC

    By Guest aaronk, October 19, 2009
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 19, 2009

24. severance and specified employee compensation

    By gc@chimentowebb.com, September 21, 2020
    • 11 replies
    • 1.8k views
    • 
    • gc@chimentowebb.com
    • September 25, 2020

25. Severance Benefit for Rank and File

    By Christine Roberts, January 28, 2012
    • 0 replies
    • 2.9k views
    • 
    • Christine Roberts
    • January 28, 2012

26. Severance Offered by School District

    By mal, July 24, 2007
    • 0 replies
    • 1.1k views
    • 
    • mal
    • July 24, 2007

27. Severance Pay - Accrued but unused sick leave

    By benpat3, July 2, 2008
    • 2 replies
    • 1.8k views
    • 
    • benpat3
    • July 2, 2008

28. Severance Pay and Security Agreement

    By Guest MI-Attorney, July 5, 2007
    • 6 replies
    • 3.7k views
    • 
    • Steelerfan
    • July 9, 2007

29. Severance/6-month delay/involuntary termination

    By smm, June 22, 2007
    • 15 replies
    • 5.3k views
    • 
    • Just Me
    • August 23, 2007

30. Short Term Deferral

    By Guest Buzzman, February 16, 2009
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • February 17, 2009

31. Short Term Deferral and Multiple Payment Events

    By ERISA-Bubs, May 8, 2012
    • 1 reply
    • 2.8k views
    • 
    • ERISA-Bubs
    • May 14, 2012

32. Short term deferrals

    By Guest JMN, January 14, 2010
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • January 15, 2010

33. Short-Term Deferral

    By jpod, October 14, 2014
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • October 30, 2014

34. Short-term deferral and 457(f)

    By Ken Davis, December 21, 2011
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • December 23, 2011

35. Short-Term Deferral Question in Regard to Term of Plan and Acceleration of Restricted Stock Grants

    By Guest Tauriffic, December 16, 2009
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 22, 2010

36. Short-term deferral question--early vesting at disability and retirement

    By Guest steverino, June 14, 2010
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • June 15, 2010

37. Short-Term Deferral Rule

    By Christine Roberts, August 6, 2007
    • 6 replies
    • 2.5k views
    • 
    • Christine Roberts
    • August 7, 2007

38. Short-term deferral, SRF and non-409A compliant CIC definition

    By Guest Benefitsrock, February 9, 2012
    • 1 reply
    • 1.5k views
    • 
    • jpod
    • February 9, 2012

39. Similar Plans w/in 3 years of Plan Termination

    By Guest thefades, June 13, 2012
    • 1 reply
    • 2.9k views
    • 
    • gc@chimentowebb.com
    • June 14, 2012

40. Similarly Situated Service Providers

    By ERISA-Bubs, March 27, 2012
    • 0 replies
    • 1.3k views
    • 
    • ERISA-Bubs
    • March 27, 2012

41. Single owner 401A issues

    By SwimmingInBowelsOfERISA, June 17, 2019
    • 2 replies
    • 1.1k views
    • 
    • ERISA-Bubs
    • October 2, 2019

42. Single Time and Form

    By KJohnson, December 23, 2008
    • 3 replies
    • 1.3k views
    • 
    • KJohnson
    • December 23, 2008

43. Single time and form of payment

    By Guest CABatty, August 28, 2007
    • 9 replies
    • 4k views
    • 
    • Steelerfan
    • September 26, 2007

44. Single Time and Form of Payment Question

    By Guest Lane, August 28, 2013
    • 0 replies
    • 3.3k views
    • 
    • Guest
    • August 28, 2013

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

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

46. Six month delay / Written plan requirement

    By Guest ppw, October 29, 2008
    • 1 reply
    • 1.7k views
    • 
    • Just Me
    • November 12, 2008

47. Six-Month Delay after Spin Off

    By Just Me, October 17, 2014
    • 0 replies
    • 1k views
    • 
    • Just Me
    • October 17, 2014

48. Six-Month Delay for Gross-Up Payments?

    By BTG, August 15, 2007
    • 3 replies
    • 2.7k views
    • 
    • Steelerfan
    • August 16, 2007

49. Software for Private Equity Plan

    By Sheila K, January 4, 2012
    • 0 replies
    • 1k views
    • 
    • Sheila K
    • January 4, 2012

50. Spec ified Employees

    By Guest ERISAQUEEN, October 27, 2006
    • 2 replies
    • 1.8k views
    • 
    • Just Me
    • October 27, 2006