409A Issues

664 topics in this forum

1. Taxable Welfare Benefits

   By Guest Guy Incognito, September 13, 2007
   • 16 replies
   • 4.9k views
   • 
   • Don Levit
   • November 30, 2007

2. Payment Upon Involuntary Termination For Any Reason

   By Chaz, September 12, 2007
   • 27 replies
   • 7.9k views
   • 
   • Steelerfan
   • October 10, 2007

3. Modifying Good Reason provisions

   By Guest Perseo, September 12, 2007
   • 10 replies
   • 4.4k views
   • 
   • Guest
   • October 18, 2007

4. Applicable corporation for effective Change in Control

   By Guest CABatty, September 7, 2007
   • 1 reply
   • 2.8k views
   • 
   • IRA
   • February 20, 2008

5. Employment Taxes

   By Guest PBJ, August 29, 2007
   • 3 replies
   • 1.7k views
   • 
   • Steelerfan
   • August 30, 2007

6. Using Release of Claims as Trigger for Installment Severance Payments

   By 401 Chaos, August 29, 2007
   • 5 replies
   • 2.7k views
   • 
   • Steelerfan
   • August 31, 2007

7. Additional of distribution trigger

   By EGB, August 29, 2007
   • 10 replies
   • 2.9k views
   • 
   • Steelerfan
   • August 30, 2007

8. Vacation Purchase Program

   By Chaz, August 28, 2007
   • 5 replies
   • 3.8k views
   • 
   • BeckyMiller
   • September 6, 2007

9. Grandfathering of In-Kind Benefit

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

10. Single time and form of payment

    By Guest CABatty, August 28, 2007
    • 9 replies
    • 3.9k views
    • 
    • Steelerfan
    • September 26, 2007

11. Unlinking Nonqualified Plan from Qualified Plan

    By Guest gaham, August 24, 2007
    • 1 reply
    • 1.4k views
    • 
    • Steelerfan
    • August 28, 2007

12. 409A - "Amount Deferred"

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

13. Annualized Partial-Year Compensation

    By Guest mbw, August 21, 2007
    • 9 replies
    • 3.3k views
    • 
    • Guest
    • September 15, 2008

14. Reimbursement of Health Insurance Expenses Beyond COBRA Period

    By 401 Chaos, August 16, 2007
    • 2 replies
    • 3.1k views
    • 
    • 401 Chaos
    • August 16, 2007

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

    By BTG, August 15, 2007
    • 3 replies
    • 2.6k views
    • 
    • Steelerfan
    • August 16, 2007

16. Unforeseeable Emergency Distribution

    By Guest mbw, August 10, 2007
    • 7 replies
    • 2.4k views
    • 
    • Chaz
    • August 10, 2007

17. Short-Term Deferral Rule

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

18. Termination of a plan without sufficient assets to pay all benefits

    By smm, August 3, 2007
    • 15 replies
    • 4.2k views
    • 
    • Guest
    • August 9, 2007

19. Delay in Vested SERP Distributions Upon CIC

    By Guest jhall, July 30, 2007
    • 10 replies
    • 3.9k views
    • 
    • Steelerfan
    • August 16, 2007

20. Disability insurance and 409A

    By Guest Penny17, July 25, 2007
    • 1 reply
    • 1.3k views
    • 
    • Everett Moreland
    • July 26, 2007

21. NQDC Wrap Plan - 401k to NQ is it possible?

    By Guest JArsl, July 24, 2007
    • 6 replies
    • 4.3k views
    • 
    • Steelerfan
    • September 7, 2007

22. Severance Offered by School District

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

23. State Law Penalties

    By Guest mbw, July 18, 2007
    • 6 replies
    • 3.1k views
    • 
    • Steelerfan
    • July 19, 2007

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

    By Guest jhall, July 17, 2007
    • 6 replies
    • 4.6k views
    • 
    • Steelerfan
    • July 19, 2007

25. Disability Payment Linked to Insured Disability Benefits Ending

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

26. Changing installment payment election

    By Locust, July 11, 2007
    • 1 reply
    • 1.8k views
    • 
    • J Simmons
    • July 11, 2007

27. Change in Control

    By Chaz, July 9, 2007
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • July 9, 2007

28. Payment of benefits upon death - tie to life insurance?

    By Guest Seg, July 7, 2007
    • 8 replies
    • 3.8k views
    • 
    • Don Levit
    • July 16, 2007

29. Continued Medical

    By Randy Watson, July 6, 2007
    • 3 replies
    • 1.5k views
    • 
    • Randy Watson
    • July 7, 2007

30. Severance Pay and Security Agreement

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

31. 409A separation pay

    By Locust, July 3, 2007
    • 11 replies
    • 4.2k views
    • 
    • Steelerfan
    • August 16, 2007

32. COLI - am I missing something

    By ERISAatty, July 3, 2007
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • July 27, 2007

33. FICA/Medicare Taxes

    By Guest IRISH79, June 28, 2007
    • 1 reply
    • 2k views
    • 
    • jpod
    • June 28, 2007

34. Post-Employment Welfare Benefit Continuation

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

35. Choice of "Severance" Benefits

    By 401 Chaos, June 26, 2007
    • 19 replies
    • 3.9k views
    • 
    • 401 Chaos
    • June 29, 2007

36. Severance/6-month delay/involuntary termination

    By smm, June 22, 2007
    • 15 replies
    • 5.2k views
    • 
    • Just Me
    • August 23, 2007

37. 409A and 457(f) Big Picture

    By 401 Chaos, June 15, 2007
    • 10 replies
    • 3.7k views
    • 
    • Steelerfan
    • June 19, 2007

38. Plan Aggregation

    By Guest jmb0110, June 14, 2007
    • 9 replies
    • 3.3k views
    • 
    • Steelerfan
    • August 28, 2007

39. Linkage to DB plan

    By Guest Mlehman, June 11, 2007
    • 6 replies
    • 2k views
    • 
    • Guest
    • June 15, 2007

40. Age and Service Credit

    By Guest expertnovice, June 11, 2007
    • 2 replies
    • 1.6k views
    • 
    • Steelerfan
    • June 12, 2007

41. Discounted Stock Options

    By Chaz, June 10, 2007
    • 12 replies
    • 3.6k views
    • 
    • Steelerfan
    • June 17, 2007

42. 409A and 457(f) earnings

    By Guest ecleverdon, June 5, 2007
    • 8 replies
    • 8.5k views
    • 
    • Guest
    • September 7, 2007

43. Plan Aggregation: What Category for Voluntary Separation Pay Plans

    By Guest BRich, June 5, 2007
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • June 7, 2007

44. Two Times Pay for Separation Pay Plans

    By 401 Chaos, June 4, 2007
    • 6 replies
    • 2.4k views
    • 
    • Steelerfan
    • June 7, 2007

45. SERP offset under 2007 transition rules

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

46. Split Dollar

    By Randy Watson, May 29, 2007
    • 11 replies
    • 3.1k views
    • 
    • Randy Watson
    • June 13, 2007

47. ISO 100k rule

    By Guest cookiek1, May 29, 2007
    • 1 reply
    • 2.3k views
    • 
    • jpod
    • May 29, 2007

48. Spillover Plan to Qualified 401(k) Plan - Application of Subsequent Deferral Rule

    By rocknrolls2, May 25, 2007
    • 0 replies
    • 4.7k views
    • 
    • rocknrolls2
    • May 25, 2007

49. 409A Service recipient stock

    By Guest RJW, May 25, 2007
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • May 25, 2007

50. 409A and Sale of Stock in a Professional Corp

    By Guest Stuartt, May 18, 2007
    • 19 replies
    • 7.2k views
    • 
    • 401 Chaos
    • August 12, 2008