409A Issues

664 topics in this forum

1. Federal non-profit credit unions, 457(f) and 409(A)

   By Guest Crossbridge-BWF, February 17, 2011
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • February 17, 2011

2. Determinable Amount

   By Floridaattorney, August 7, 2008
   • 1 reply
   • 1.3k views
   • 
   • Ron Snyder
   • August 8, 2008

3. SAR agreement payable upon CIC

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

4. Employer Deduction for Severance

   By ERISA-Bubs, January 10, 2012
   • 1 reply
   • 1.3k views
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   • QDROphile
   • January 11, 2012

5. Alternative Method of Determining Specified Employees

   By SycamoreFan, June 12, 2014
   • 0 replies
   • 1.3k views
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   • SycamoreFan
   • June 12, 2014

6. Parachute Payment Withholding Requirements

   By ERISA25, March 1, 2010
   • 0 replies
   • 1.3k views
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   • ERISA25
   • March 1, 2010

7. Similarly Situated Service Providers

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

8. employee discounts

   By Guest wms3, August 25, 2008
   • 3 replies
   • 1.3k views
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   • Guest
   • August 25, 2008

9. Change in Control Question

   By Guest Guy Incognito, August 27, 2008
   • 1 reply
   • 1.3k views
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   • XTitan
   • August 27, 2008

10. 409A Change in Control loophole?

    By dv13, May 19, 2015
    • 3 replies
    • 1.3k views
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    • dv13
    • May 20, 2015

11. Good article on employer requirements upon 409A violation?

    By Guest BL333, March 18, 2010
    • 0 replies
    • 1.3k views
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    • Guest
    • March 18, 2010

12. 403B and IRA RMD catastrophe

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

13. Loan to Company

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

14. 409A - "Amount Deferred"

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

15. Excess Benefit Plan mistakes

    By not sure, January 8, 2024
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • January 17, 2024

16. revoking waiver of participation

    By t.haley, April 13, 2010
    • 0 replies
    • 1.2k views
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    • t.haley
    • April 13, 2010

17. Unforeseeable emergencies amendment

    By randagulp, September 8, 2015   

    • 409A
    • emergency
    • (and 1 more)

      Tagged with:

      • 409A
      • emergency
      • amendment
    • 1 reply
    • 1.2k views
    • 
    • randagulp
    • September 8, 2015

18. Can our subsidary pay our NQDC obligation?

    By ERISA-Bubs, May 28, 2015
    • 4 replies
    • 1.2k views
    • 
    • EBECatty
    • June 11, 2015

19. Double Deduction (401(k) deferral contribution)

    By Guest 401kbee, April 12, 2007
    • 0 replies
    • 1.2k views
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    • Guest
    • April 12, 2007

20. 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

21. Service Provider Agrees to Reduction in Payment

    By ERISA25, April 12, 2011
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • April 12, 2011

22. Golden Parachute Rules

    By ERISA25, March 11, 2010
    • 0 replies
    • 1.2k views
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    • ERISA25
    • March 11, 2010

23. 409A / 457(f) - Voluntary Termination After Change in Control

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

24. Incentive Stock Options - Termination of Employment

    By ERISA-Bubs, July 16
    • 3 replies
    • 1.2k views
    • 
    • EditorMyStockOptions
    • July 17

25. Identifying Payment Event under 409A

    By kmhaab, October 7, 2021
    • 4 replies
    • 1.2k views
    • 
    • Luke Bailey
    • November 1, 2021

26. Using Transition Relief to Avoid 6-Month Delay

    By 401 Chaos, October 29, 2008
    • 3 replies
    • 1.2k views
    • 
    • QDROphile
    • October 31, 2008

27. Changing Installment timing

    By Guest sritts, February 8, 2011
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 14, 2011

28. Amending 457(f) Plan

    By Guest jdsmith, January 27, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 27, 2010

29. Irrevocably Elect Not to Participate in the Plan

    By Madison71, April 1, 2010
    • 1 reply
    • 1.2k views
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    • Madison71
    • April 1, 2010

30. Effective Control

    By Guest Buzzman, November 23, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 23, 2010

31. Calculation of Grandfathered Amt. in a Non-AB Plan

    By smm, July 15, 2009
    • 0 replies
    • 1.2k views
    • 
    • smm
    • July 15, 2009

32. Happy Unsecured Creditor Day!

    By Mark Whitelaw, December 1, 2011
    • 0 replies
    • 1.2k views
    • 
    • Mark Whitelaw
    • December 1, 2011

33. Ability to modify payment formula

    By Guest ENT, September 21, 2010
    • 0 replies
    • 1.2k views
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    • Guest
    • September 21, 2010

34. Change of Control and Attribution rules

    By EmpbAF, January 27, 2023
    • 2 replies
    • 1.2k views
    • 
    • HCE
    • February 1, 2023

35. Time and Form of Paument Election

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

36. Stock Interests - Grandfathered Valuation Rules

    By Christine Roberts, June 26, 2010
    • 1 reply
    • 1.2k views
    • 
    • Christine Roberts
    • June 27, 2010

37. Disability Payment Linked to Insured Disability Benefits Ending

    By Guest Alley, July 16, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 16, 2007

38. Is this arrangment subject to 409A?

    By Guest drp41980, January 25, 2011
    • 1 reply
    • 1.2k views
    • 
    • GBurns
    • January 25, 2011

39. NQDCP for Salary Deferrals Only

    By Guest emcelroy, October 21, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 21, 2009

40. Resolved

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

41. LTIP

    By Guest JM123, August 6, 2010
    • 0 replies
    • 1.2k views
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    • Guest
    • August 6, 2010

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

    By Guest newtobenefits, April 19, 2010
    • 1 reply
    • 1.2k views
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    • XTitan
    • April 20, 2010

43. Ability to Use "Change in Control Price" for SARs under 409A

    By Guest DKG, October 1, 2008
    • 0 replies
    • 1.2k views
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    • Guest
    • October 1, 2008

44. Suspension of payments

    By Guest MJ1, February 14, 2011
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 15, 2011

45. Payment Modifications

    By Guest IHC, October 30, 2014
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • October 30, 2014

46. Correct Plan Document Failure for Agreement in Payment Status?

    By kmhaab, November 10, 2020
    • 6 replies
    • 1.2k views
    • 
    • Luke Bailey
    • November 17, 2020

47. Recommendation for 409A/457f Documents

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

48. Grandfathering of In-Kind Benefit

    By Guest kodle, August 28, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 29, 2007

49. Specified Employees/Acquisition involving 2 Public Companies

    By JRG, April 28, 2009
    • 0 replies
    • 1.2k views
    • 
    • JRG
    • April 28, 2009

50. Plan Amendment changes eligible employees

    By Guest TaxedToDeath, November 28, 2011
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 28, 2011