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409A Issues

665 topics in this forum

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

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

  2. Extension of ISO vested options expiry date

    By Venus,   
    • 0 replies
    • 560 views

  3. Plan Aggregation Rules of 1.409A-1(c)

    By David Olive,
    • 0 replies
    • 578 views

  4. Deferrals Allowed After a Payment Event?

    By kmhaab,
    • 2 replies
    • 821 views

  5. Trevor Bauer's Contract

    By Chaz,
    • 16 replies
    • 4.6k views

  6. Release Required Independent of Payment Schedule

    By Christine Roberts,
    • 3 replies
    • 789 views

  7. Change Non-Account Balance to Account Balance

    By EBECatty,
    • 4 replies
    • 885 views

  8. Termination of Phantom Stock- No Payout

    By Benefits Vet,
    • 2 replies
    • 1k views

  9. Freezing employer SERP contributions mid-year

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

  10. Year of Failure - Vesting Date or Payment Date?

    By kmhaab,
    • 4 replies
    • 1.1k views

  11. Stock Appreciation Rights under Earn-out buyout

    By RockyMountain,   
    • 3 replies
    • 664 views

  12. "Become a party to sale agreement" as payment trigger?

    By kmhaab,
    • 3 replies
    • 594 views

  13. Calculation of income inclusion

    By Guest JMN,
    • 1 reply
    • 1.7k views

  14. Correct Plan Document Failure for Agreement in Payment Status?

    By kmhaab,
    • 6 replies
    • 1.2k views

  15. Can you reduce the deferred compensation benefit?

    By panther,   
    • 4 replies
    • 1.2k views

  16. 409A Alternate Payment Amounts

    By EBECatty,
    • 8 replies
    • 1.7k views

  17. severance and specified employee compensation

    By gc@chimentowebb.com,
    • 11 replies
    • 1.7k views

  18. 409A - Is a change in installment calculation method a change in time or form of payment?

    By CMC,
    • 2 replies
    • 1.3k views

  19. Covad-19 Laid-off 409A Participants

    By Mark Whitelaw,
    • 6 replies
    • 1.7k views

  20. 409A and Best Interest Disclosure

    By Mark Whitelaw,
    • 0 replies
    • 572 views

  21. Bonus to pay option exercise cost

    By sdcurt,
    • 5 replies
    • 2.6k views

  22. 409A "Linked" Nonqualified Plans

    By EBECatty,
    • 0 replies
    • 847 views

  23. Replace severance benefit with incentive bonus under post-merger employment agreement

    By panther,   
    • 1 reply
    • 661 views

  24. Vesting upon Change in Control

    By austin3515,
    • 4 replies
    • 1.2k views

  25. Partial Plan Termination and liquidation allowed?

    By JennFC,
    • 1 reply
    • 1k views

  26. Adding Distribution Options

    By Mike31,
    • 6 replies
    • 1.2k views

  27. Taxation of Lloyd's Specialty Life Insurance

    By CaliBen,   
    • 7 replies
    • 1.6k views

  28. 409A / 457(f) - Voluntary Termination After Change in Control

    By EBECatty,
    • 3 replies
    • 1.3k views

  29. Single owner 401A issues

    By SwimmingInBowelsOfERISA,
    • 2 replies
    • 1.1k views

  30. Can a SERP be rolled over into Phantom Stock?

    By kmhaab,
    • 4 replies
    • 1.5k views

  31. SERP for Deceased Participant

    By KimberlyC,   
    • 2 replies
    • 1.2k views

  32. Top Hat Filing for Phantom Stock Plans

    By ERISA-Bubs,
    • 3 replies
    • 2.6k views

  33. 409A: Going Concern

    By Guest awea,
    • 7 replies
    • 3.8k views

  34. Consulting Agreement

    By ERISAgeek111,
    • 3 replies
    • 843 views

  35. One Time/Form of Payment - Designated Beneficiary

    By EBECatty,
    • 2 replies
    • 1k views

  36. Failure to credit employer non-elective contribution

    By RWPHoenix,
    • 13 replies
    • 1.5k views

  37. 409A plan for former employees?

    By mariemonroe,
    • 4 replies
    • 1.6k views

  38. 409A Exempt Stock Right?

    By EBECatty,
    • 1 reply
    • 807 views

  39. Reducing the required quantum of common ownership for a service recipient controlled group in the case of brother-sister companies

    By Luke Bailey,   
    • 0 replies
    • 578 views

  40. amend formula in NQDC Plan

    By mariemonroe,
    • 5 replies
    • 903 views

  41. Accelerating Payments under Short Term Deferral Exception

    By HCE,
    • 3 replies
    • 3.5k views

  42. Can a NQDC Plan be spun off?

    By calexbraska,
    • 6 replies
    • 2.8k views

  43. Deferral Feature in Exempt Stock Right?

    By EBECatty,
    • 4 replies
    • 1.4k views

  44. Can rights under a NQDC plan be assignable to a Trust?

    By kmhaab,   
    • 7 replies
    • 4.2k views

  45. Deferred Comp / Business Owners

    By austin3515,
    • 12 replies
    • 1.5k views

  46. Can a Plan have a more restrictive (narrower) definition of Separation from Service?

    By calexbraska,
    • 9 replies
    • 2k views

  47. Can "unrelated" employers participate in the same 409A plan?

    By ERISA-Bubs,
    • 9 replies
    • 2.5k views

  48. Plan Continuation After Change in Control Payout

    By EBECatty,
    • 7 replies
    • 2.4k views

  49. Bonus Payment - can Board have option to allow payment even if participant not entitled to it?

    By TaxLawyer1978,
    • 9 replies
    • 1.4k views

  50. Post Employment Consulting and Separation from Service

    By kgr12,
    • 5 replies
    • 3.5k views
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