409A Issues

666 topics in this forum

1. Tax Reporting

   By ERISA-Bubs, December 20, 2012
   • 1 reply
   • 2.8k views
   • 
   • Guest
   • December 20, 2012

2. Taxable reimbursements

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

3. Taxable Welfare Benefits

   By Guest Guy Incognito, September 13, 2007
   • 16 replies
   • 5k views
   • 
   • Don Levit
   • November 30, 2007

4. Taxation (distribution)

   By Dobber, November 21, 2023
   • 2 replies
   • 1.4k views
   • 
   • ERISA-Bubs
   • November 22, 2023

5. Taxation of Lloyd's Specialty Life Insurance

   By CaliBen, October 14, 2019   

   • imputed income
   • split dollar
   • (and 2 more)

     Tagged with:

     • imputed income
     • split dollar
     • 162 bonus
     • tax
   • 7 replies
   • 1.7k views
   • 
   • Luke Bailey
   • October 17, 2019

6. Terminated and Rehired in Same Year

   By Guest Bjorn, February 9, 2006
   • 0 replies
   • 3.3k views
   • 
   • Guest
   • February 9, 2006

7. Terminating Loan Regime Split Dollar and 409A

   By CaliBen, July 15, 2011
   • 1 reply
   • 2.2k views
   • 
   • Guest
   • July 17, 2011

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

   By smm, August 3, 2007
   • 15 replies
   • 4.3k views
   • 
   • Guest
   • August 9, 2007

9. Termination of Phantom Stock- No Payout

   By Benefits Vet, April 8, 2021
   • 2 replies
   • 1.1k views
   • 
   • Luke Bailey
   • April 9, 2021

10. Termination of Plan - Compliance with Final Regs

    By Guest Buzzman, December 18, 2008
    • 1 reply
    • 1.1k views
    • 
    • 401 Chaos
    • December 22, 2008

11. Termination of Pre-2005 Plan

    By Guest cphcs, October 22, 2008
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • October 31, 2008

12. Termination with cause as involuntary?

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

13. Termination/Acceleration

    By Randy Watson, November 14, 2008
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • February 27, 2009

14. The Eternal Mystery - Top-Hat Edition

    By Guest erisafried, September 11, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 11, 2010

15. Time and Form of Paument Election

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

16. Time and Form of Payment

    By Guest gaham, September 4, 2008
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • December 15, 2008

17. Timing of Plan Aggregation

    By Guest newtobenefits, April 20, 2010
    • 1 reply
    • 1.1k views
    • 
    • XTitan
    • April 20, 2010

18. Too Late to Correct?

    By ERISA-Bubs, November 9, 2012
    • 0 replies
    • 2.8k views
    • 
    • ERISA-Bubs
    • November 9, 2012

19. Top Hat Filing for Phantom Stock Plans

    By ERISA-Bubs, May 3, 2019
    • 3 replies
    • 2.7k views
    • 
    • Luke Bailey
    • May 8, 2019

20. Top Hat Plan - Missing or No Payment Election Form on File. Plan Does not Appear to have Default Payment Provisions

    By David Olive, August 5, 2024
    • 0 replies
    • 829 views
    • 
    • David Olive
    • August 5, 2024

21. Transaction bonus not linked to employment status

    By Lawful Citizen, March 2, 2024
    • 5 replies
    • 2.5k views
    • 
    • Lawful Citizen
    • March 7, 2024

22. Transition Rules

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

23. Transition Rules for Time and Form Elections

    By Guest CAG1, December 15, 2008
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • February 27, 2009

24. Transitional Relief / Linked Plans

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

25. Treat Grandfathered as Subject to 409A?

    By ERISA-Bubs, August 9, 2010
    • 0 replies
    • 1.1k views
    • 
    • ERISA-Bubs
    • August 9, 2010

26. Treatment of Deferral Elections After Plan Termination

    By Guest BenefitsJrAssociate, September 22, 2011
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • September 22, 2011

27. Trevor Bauer's Contract

    By Chaz, June 16, 2021
    • 16 replies
    • 4.8k views
    • 
    • RatherBeGolfing
    • June 23, 2021

28. Two Times Pay for Separation Pay Plans

    By 401 Chaos, June 4, 2007
    • 6 replies
    • 2.5k views
    • 
    • Steelerfan
    • June 7, 2007

29. Under 409A - Revising old distribution elections after 2005

    By Guest Iwonder, December 9, 2005
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • December 9, 2005

30. Unforeseeable emergencies amendment

    By randagulp, September 8, 2015   

    • 409A
    • emergency
    • (and 1 more)

      Tagged with:

      • 409A
      • emergency
      • amendment
    • 1 reply
    • 1.3k views
    • 
    • randagulp
    • September 8, 2015

31. Unforeseeable Emergency Distribution

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

32. Unintentional Deferral

    By ERISA-Bubs, October 13, 2014
    • 2 replies
    • 1.2k views
    • 
    • Peter Gulia
    • October 31, 2014

33. Unintentional Error - - Delay in Payment

    By Guest woodchuck, May 15, 2008
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 15, 2008

34. Unlinking a Wrap Plan from 401(k)

    By Guest gaham, March 8, 2006
    • 9 replies
    • 5.5k views
    • 
    • Guest
    • March 27, 2006

35. Unlinking Nonqualified Plan from Qualified Plan

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

36. Unsigned NQDC Plan Document

    By Christine Roberts, February 10, 2010
    • 2 replies
    • 1.8k views
    • 
    • XTitan
    • February 11, 2010

37. Use of 402(g) Cashout

    By Guest gaham, October 3, 2013
    • 2 replies
    • 6.1k views
    • 
    • SycamoreFan
    • October 23, 2013

38. Use of 409A Transition Relief to Terminate SERP this Year and Pay Next Year

    By EGB, November 17, 2008
    • 4 replies
    • 2.6k views
    • 
    • EGB
    • November 18, 2008

39. Use of Transaction Based Compensation Exception with an LLC

    By EGB, March 3, 2011
    • 4 replies
    • 4.4k views
    • 
    • EGB
    • May 5, 2011

40. 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

41. Using Transition Relief to Avoid 6-Month Delay

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

42. Vacation Purchase Program

    By Chaz, August 28, 2007
    • 5 replies
    • 3.9k views
    • 
    • BeckyMiller
    • September 6, 2007

43. Valid payment schedule?

    By Guest Salvador A Mander, October 15, 2011
    • 5 replies
    • 1.6k views
    • 
    • JanetM
    • November 29, 2011

44. Valuation of non-public stock

    By Guest JM123, May 26, 2010
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • May 31, 2010

45. Valuation of Options

    By Randy Watson, April 27, 2007
    • 11 replies
    • 3k views
    • 
    • Locust
    • May 9, 2007

46. Valuation of Stock Options

    By Guest scheim, January 13, 2006
    • 2 replies
    • 3.8k views
    • 
    • BeckyMiller
    • January 26, 2006

47. Vested Restricted Stock Undervalued at Issuance

    By Guest Buzzman, June 4, 2013
    • 2 replies
    • 4.1k views
    • 
    • Chaz
    • June 5, 2013

48. Vesting upon Change in Control

    By austin3515, December 31, 2019
    • 4 replies
    • 1.2k views
    • 
    • Bob the Swimmer
    • January 2, 2020

49. Violation of 409A: Effect on Grandfathered Amounts

    By Guest BRich, February 2, 2007
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • February 12, 2007

50. W2 for LTIP on Term EE

    By GeorgedelaF, September 21, 2017   

    • long term incentive plan
    • nonqualified deferred compensation
    • (and 2 more)

      Tagged with:

      • long term incentive plan
      • nonqualified deferred compensation
      • w2 reporting
      • box 12
    • 1 reply
    • 2.3k views
    • 
    • XTitan
    • September 21, 2017