409A Issues

665 topics in this forum

1. Amending 457(f) Plan

   By Guest jdsmith, January 27, 2010
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • January 27, 2010

2. Treat Grandfathered as Subject to 409A?

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

3. The Eternal Mystery - Top-Hat Edition

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

4. 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

5. Subsequent Deferrals and Separation

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

6. 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
   • 766 views
   • 
   • Centerstage
   • March 6, 2023

7. Plan Termination -

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

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

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

9. Delaying Payment Until End of LTD Eligibility

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

10. Equity Incentives in LLCS as Service Recipient Stock

    By Guest mcmiller, April 25, 2013   

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

11. Subsidized COBRA

    By JJRetirement, March 24, 2015   

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

12. 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

13. When to defer draw?

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

14. DB SERP

    By Guest meeh3704, October 1, 2008
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 1, 2008

15. Classification of plan

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

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