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409A Issues

664 topics in this forum

  1. implementing plan immediately before retirement

    By Gudgergirl,
    • 0 replies
    • 1k views

  2. SROF Until Sale of Sister Corporation

    By EBECatty,
    • 0 replies
    • 1k views

  3. Change in Control

    By Guest JM123,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  4. SARs and Formula Valuation

    By Guest mbw,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  5. guaranteed exercise price of options?

    By Guest Mr. Kite,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  6. 409A Correction Program

    By MarkS,
    • 3 replies
    • 1k views

  7. Different Distribution Elections for Each Year

    By Guest cphcs,
    • 2 replies
    • 1k views
    • Guest
    • Guest

  8. Acquisition and Aggregation

    By XTitan,
    • 0 replies
    • 1k views

  9. 409A - Change in Payment Formula

    By Guest vdh2014,   
    • 0 replies
    • 1k views
    • Guest
    • Guest

  10. Nonqualified plan with benefits reduced in case of future employment

    By Carol V. Calhoun,
    • 6 replies
    • 1k views

  11. Six-Month Delay after Spin Off

    By Just Me,
    • 0 replies
    • 1k views

  12. Can plan allow distribution event to be "later of" separation from service or a specified date?

    By mariemonroe,
    • 10 replies
    • 1k views

  13. One Time/Form of Payment - Designated Beneficiary

    By EBECatty,
    • 2 replies
    • 1k views

  14. whether constructive receipt applies to offer to accelerate payment

    By Everett Moreland,
    • 0 replies
    • 991 views

  15. Software for Private Equity Plan

    By Sheila K,
    • 0 replies
    • 990 views

  16. Partial Plan Termination and liquidation allowed?

    By JennFC,
    • 1 reply
    • 985 views

  17. Stock Purchase Program

    By jpod,
    • 0 replies
    • 983 views

  18. Elective deferrals subject to a substantial risk of forfeiture?

    By ERISA guy,
    • 5 replies
    • 970 views

  19. Payment Amount Based on Appraised Value of Company

    By Jeff Kirtner,
    • 5 replies
    • 966 views

  20. 409A Correction by Plan Amendment -- Is everyone still sending the Notices under Section XII of IRS Notice 2010-06?

    By Centerstage,
    • 2 replies
    • 962 views

  21. Alternative Payment Dates

    By jpod,
    • 2 replies
    • 960 views

  22. Termination of Phantom Stock- No Payout

    By Benefits Vet,
    • 2 replies
    • 948 views

  23. Payment Delays

    By ERISA-Bubs,
    • 0 replies
    • 946 views

  24. Revocation of 409A payments

    By spartytax,
    • 0 replies
    • 925 views

  25. Freezing employer SERP contributions mid-year

    By gc@chimentowebb.com,
    • 3 replies
    • 921 views

  26. "Insider" Under Securities Exchange Act

    By kgr12,
    • 2 replies
    • 915 views

  27. amend formula in NQDC Plan

    By mariemonroe,
    • 5 replies
    • 894 views

  28. Amend SERP to pay upon Involuntary Termination?

    By kmhaab,
    • 0 replies
    • 879 views

  29. Payment trigger change.

    By ERISA-Bubs,
    • 0 replies
    • 871 views

  30. Retrospective and Future Bonus Payments and "Performance-Based Compensation"

    By kgr12,
    • 3 replies
    • 869 views

  31. 409A Short-Term Deferral with Earnout

    By EBECatty,
    • 3 replies
    • 866 views

  32. Does modification in NQDC impact Separation of Service date

    By jpstl,
    • 5 replies
    • 864 views

  33. Change Non-Account Balance to Account Balance

    By EBECatty,
    • 4 replies
    • 860 views

  34. Option Exercise Price

    By EBECatty,
    • 3 replies
    • 849 views

  35. Accelerating vesting of early-exercised stock?

    By beiser,
    • 1 reply
    • 840 views

  36. FICA Taxes on Employer Contributions

    By HCE,
    • 4 replies
    • 828 views

  37. Consulting Agreement

    By ERISAgeek111,
    • 3 replies
    • 825 views

  38. 409A "Linked" Nonqualified Plans

    By EBECatty,
    • 0 replies
    • 824 views

  39. Distributions to Independent Contractors

    By dv13,
    • 0 replies
    • 816 views

  40. Deferrals Allowed After a Payment Event?

    By kmhaab,
    • 2 replies
    • 806 views

  41. NQ Deferral election timing for a new hire sign-on bonus?

    By NQ Forever,
    • 1 reply
    • 797 views

  42. 409A Exempt Stock Right?

    By EBECatty,
    • 1 reply
    • 795 views

  43. Is payment of a 409A benefit "in-kind" a problem?

    By dv13,
    • 3 replies
    • 794 views

  44. Can I Amend Plan to Fix Drafting Errors?

    By ERISA-Bubs,
    • 3 replies
    • 793 views

  45. If I amend my plan to correct it, will my amended plan still be subject to penalties due to plan aggregation?

    By ERISA-Bubs,
    • 5 replies
    • 785 views

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

    By David Olive,
    • 0 replies
    • 780 views

  47. Affiliated service groups and 409(A)

    By pcbenefits007,
    • 1 reply
    • 773 views

  48. Release Required Independent of Payment Schedule

    By Christine Roberts,
    • 3 replies
    • 757 views

  49. Is a terminated officer still an insider for purposes of Notice 2008-113

    By ERISA guy,
    • 0 replies
    • 754 views

  50. Plan Amendment to Change Default Form of Payment

    By Cowgirl83,
    • 1 reply
    • 733 views
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