409A Issues

664 topics in this forum

1. Treat Grandfathered as Subject to 409A?

   By ERISA-Bubs, August 9, 2010
   • 0 replies
   • 1k views
   • 
   • ERISA-Bubs
   • August 9, 2010

2. The Eternal Mystery - Top-Hat Edition

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

3. 409A Issues in Spin-Off with NQDC at Parent Level

   By SycamoreFan, October 22, 2013   

   • 409ASeparation from Service
   • rabbi trust
   • (and 1 more)

     Tagged with:

     • 409ASeparation from Service
     • rabbi trust
     • plan termination
   • 0 replies
   • 4.8k views
   • 
   • SycamoreFan
   • October 22, 2013

4. Subsequent Deferrals and Separation

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

5. Bank Creates Holding Company What Part of 1.409A-3(i)(5) excludes it as Change in Control Event

   By Centerstage, March 6, 2023   

   • 409a
   • change in control
   • (and 2 more)

     Tagged with:

     • 409a
     • change in control
     • bank holding company
     • related party
   • 0 replies
   • 705 views
   • 
   • Centerstage
   • March 6, 2023

6. Plan Termination -

   By Gudgergirl, May 25, 2012
   • 0 replies
   • 2.7k views
   • 
   • Gudgergirl
   • May 25, 2012

7. ISO: Extended Expiration Date and Section 409A Consequence

   By Guest KingWilson, January 30, 2014
   • 0 replies
   • 3.1k views
   • 
   • Guest
   • January 30, 2014

8. Delaying Payment Until End of LTD Eligibility

   By 401 Chaos, April 22, 2010
   • 0 replies
   • 1.1k views
   • 
   • 401 Chaos
   • April 22, 2010

9. Equity Incentives in LLCS as Service Recipient Stock

   By Guest mcmiller, April 25, 2013   

   • 409A
   • 0 replies
   • 4.5k views
   • 
   • Guest
   • April 25, 2013

10. Subsidized COBRA

    By JJRetirement, March 24, 2015   

    • amendment
    • COBRA
    • 0 replies
    • 2.6k views
    • 
    • JJRetirement
    • March 24, 2015

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

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

12. When to defer draw?

    By Guest George Chimento, July 11, 2008
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • July 11, 2008

13. DB SERP

    By Guest meeh3704, October 1, 2008
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 1, 2008

14. Classification of plan

    By Guest ENT, July 11, 2012
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • July 11, 2012
15. Rollovers

    Topic was moved to forum Distributions and Loans, Other than QDROs