409A Issues

664 topics in this forum

1. 20% additional tax

   By Ken Davis, May 1, 2007
   • 10 replies
   • 2.9k views
   • 
   • Steelerfan
   • May 25, 2007

2. 409A Service recipient stock

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

3. Directors' fee deferrals

   By lexi, May 17, 2007
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • May 17, 2007

4. 409A

   By Guest lvegas, May 16, 2007
   • 2 replies
   • 1.5k views
   • 
   • namealreadyinuse
   • May 16, 2007

5. 457(f) salary deferral -- what to do?

   By Guest ecleverdon, May 10, 2007
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • May 12, 2007

6. Valuation of Options

   By Randy Watson, April 27, 2007
   • 11 replies
   • 2.9k views
   • 
   • Locust
   • May 9, 2007

7. Substantial Risk of Forfeiture and Restricted Stock

   By Chaz, April 23, 2007
   • 8 replies
   • 4.3k views
   • 
   • Guest
   • April 29, 2007

8. Failure to deduct deferrals from bonuses

   By Guest kodle, March 23, 2007
   • 20 replies
   • 5k views
   • 
   • Steelerfan
   • April 20, 2007

9. Separation Pay: Good Reason Safe Harbors

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

10. Individual life policies bought by employer...

    By J Simmons, April 11, 2007
    • 7 replies
    • 2.3k views
    • 
    • Mark Whitelaw
    • April 14, 2007

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

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

12. 409A Regs Released

    By XTitan, April 10, 2007
    • 2 replies
    • 1.6k views
    • 
    • XTitan
    • April 12, 2007

13. Option repricing

    By Guest ToddieBear, April 9, 2007
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • April 11, 2007

14. alternate payout forms for DB SERPs

    By Guest JBauer, March 14, 2007
    • 9 replies
    • 2.9k views
    • 
    • Steelerfan
    • April 4, 2007

15. separation from service

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

16. Final Regs.

    By jpod, April 2, 2007
    • 0 replies
    • 1.5k views
    • 
    • jpod
    • April 2, 2007

17. Definition of Specified Date

    By Guest gaham, March 30, 2007
    • 1 reply
    • 1.6k views
    • 
    • Steelerfan
    • April 1, 2007

18. defined benefit wrap plan

    By Guest Blade, March 20, 2007
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 20, 2007

19. 415/401(a)(17) Excess Plan Payout Date

    By Guest Patrick Foley, March 9, 2007
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 17, 2007

20. substantial risk of forfeiture

    By Guest ladycpa2, March 7, 2007
    • 6 replies
    • 2.6k views
    • 
    • Steelerfan
    • March 8, 2007

21. Establish new plan in november 2006

    By Guest IRISH79, October 25, 2006
    • 4 replies
    • 2.3k views
    • 
    • Steelerfan
    • March 2, 2007

22. Stock Option Question

    By Guest cac1134, February 23, 2007
    • 10 replies
    • 2.9k views
    • 
    • Steelerfan
    • March 1, 2007

23. confused by terminology

    By Guest cac1134, February 16, 2007
    • 6 replies
    • 2.5k views
    • 
    • Steelerfan
    • February 28, 2007

24. 409A Taxation of Specified Employees

    By Guest ERISAQUEEN, December 13, 2006
    • 5 replies
    • 2.9k views
    • 
    • Steelerfan
    • February 27, 2007

25. Violation of 409A: Effect on Grandfathered Amounts

    By Guest BRich, February 2, 2007
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • February 12, 2007

26. Acceleration of Payment

    By Randy Watson, January 4, 2007
    • 2 replies
    • 1.9k views
    • 
    • Randy Watson
    • January 12, 2007

27. Change of Control Questions

    By Guest cphcs, November 29, 2006
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • December 23, 2006

28. What constitutes an unforeseeable emergency?

    By katieinny, December 4, 2006
    • 3 replies
    • 2.5k views
    • 
    • JanetM
    • December 4, 2006

29. Specified Employees and Severance Payments

    By Guest ohioattorney, October 31, 2006
    • 3 replies
    • 2.1k views
    • 
    • namealreadyinuse
    • November 21, 2006

30. Written Plan Documents for 409A

    By Guest IRISH79, November 1, 2006
    • 2 replies
    • 2.6k views
    • 
    • namealreadyinuse
    • November 17, 2006

31. Subsequent Deferrals and Separation

    By Guest J Bauer, October 31, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 31, 2006

32. Spec ified Employees

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

33. Exceptions to Anti-Acceleration Rule

    By jpod, October 25, 2006
    • 2 replies
    • 2.3k views
    • 
    • jpod
    • October 26, 2006

34. Substituting discounted options --409A Remedy

    By Steelerfan, October 20, 2006
    • 2 replies
    • 2.3k views
    • 
    • Steelerfan
    • October 20, 2006

35. Delayed Exercise Price for Stock Options Under 409A

    By 401 Chaos, January 3, 2006
    • 7 replies
    • 4.1k views
    • 
    • Steelerfan
    • October 20, 2006

36. 409A - stock grant versus stok option

    By Guest JJ25, October 19, 2006
    • 5 replies
    • 3.8k views
    • 
    • Steelerfan
    • October 20, 2006

37. Is Literal 409A Terminology Required?

    By namealreadyinuse, October 11, 2006
    • 2 replies
    • 2.2k views
    • 
    • namealreadyinuse
    • October 11, 2006

38. Maintaining Granfathered Status

    By Guest KLCarter, October 3, 2006
    • 3 replies
    • 2.6k views
    • 
    • Just Me
    • October 6, 2006

39. Noncompete clause

    By Guest hsbander, July 6, 2006
    • 7 replies
    • 4k views
    • 
    • Everett Moreland
    • October 3, 2006

40. Deferring Restricted Stock into SERP

    By Guest taxingmybrain, August 16, 2006
    • 11 replies
    • 4.6k views
    • 
    • Steelerfan
    • September 29, 2006

41. "Good Reason" Severance & Time of Payment

    By Guest crs, September 4, 2006
    • 8 replies
    • 3.2k views
    • 
    • Just Me
    • September 14, 2006

42. Plan obligation to allow distribution election changes per 409A

    By Guest strap hanger, August 31, 2006
    • 4 replies
    • 2.3k views
    • 
    • namealreadyinuse
    • September 6, 2006

43. Determination of Fair Market Value

    By Guest MND, August 7, 2006
    • 2 replies
    • 2.2k views
    • 
    • Kirk Maldonado
    • August 8, 2006

44. Adding a Permissible Distribution Event

    By jpod, August 2, 2006
    • 4 replies
    • 4k views
    • 
    • jpod
    • August 7, 2006

45. De minimis amounts

    By XTitan, June 19, 2006
    • 0 replies
    • 2.5k views
    • 
    • XTitan
    • June 19, 2006

46. distributions upon death

    By Guest cjt, June 15, 2006
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • June 16, 2006

47. Split Dollar vs. Associated Salary Continuation Plan & 409A

    By namealreadyinuse, May 31, 2006
    • 18 replies
    • 7.4k views
    • 
    • Ron Snyder
    • June 14, 2006

48. Calculating Severance Amounts Under 409A

    By 401 Chaos, February 7, 2006
    • 4 replies
    • 4k views
    • 
    • 401 Chaos
    • May 22, 2006

49. late distributions

    By Guest justbetmd, May 8, 2006
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • May 10, 2006

50. 409a & Paid Annual Leave Cash-outs

    By Guest kimvb, January 25, 2006
    • 5 replies
    • 4.2k views
    • 
    • Guest
    • April 18, 2006