409A Issues

637 topics in this forum

1. Release Required Independent of Payment Schedule

   By Christine Roberts, May 28, 2021
   • 3 replies
   • 421 views
   • 
   • Christine Roberts
   • June 3, 2021

2. Change Non-Account Balance to Account Balance

   By EBECatty, April 7, 2021
   • 4 replies
   • 483 views
   • 
   • Luke Bailey
   • April 9, 2021

3. Termination of Phantom Stock- No Payout

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

4. Freezing employer SERP contributions mid-year

   By gc@chimentowebb.com, January 20, 2021
   • 3 replies
   • 497 views
   • 
   • XTitan
   • February 3, 2021

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

   By kmhaab, December 14, 2020
   • 4 replies
   • 736 views
   • 
   • gc@chimentowebb.com
   • December 20, 2020

6. Stock Appreciation Rights under Earn-out buyout

   By RockyMountain, December 14, 2020   

   • sars
   • phantom stock
   • (and 2 more)

     Tagged with:

     • sars
     • phantom stock
     • asset purchase
     • earn-out buyout
   • 3 replies
   • 316 views
   • 
   • RockyMountain
   • December 16, 2020

7. payment question

   By mariemonroe, December 11, 2020
   • 9 replies
   • 476 views
   • 
   • Luke Bailey
   • December 16, 2020

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

   By kmhaab, December 11, 2020
   • 3 replies
   • 349 views
   • 
   • Luke Bailey
   • December 15, 2020

9. Calculation of income inclusion

   By Guest JMN, June 7, 2010
   • 1 reply
   • 1.4k views
   • 
   • panther
   • November 19, 2020

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

    By kmhaab, November 10, 2020
    • 6 replies
    • 691 views
    • 
    • Luke Bailey
    • November 17, 2020

11. Can you reduce the deferred compensation benefit?

    By panther, October 23, 2020   

    • 409a; one time and form
    • 4 replies
    • 530 views
    • 
    • panther
    • October 23, 2020

12. 409A Alternate Payment Amounts

    By EBECatty, September 25, 2020
    • 8 replies
    • 756 views
    • 
    • FORMER ESQ.
    • October 12, 2020

13. severance and specified employee compensation

    By gc@chimentowebb.com, September 21, 2020
    • 11 replies
    • 879 views
    • 
    • gc@chimentowebb.com
    • September 25, 2020

14. 409A - Is a change in installment calculation method a change in time or form of payment?

    By CMC, July 19, 2020
    • 2 replies
    • 887 views
    • 
    • Luke Bailey
    • July 20, 2020

15. Covad-19 Laid-off 409A Participants

    By Mark Whitelaw, March 19, 2020
    • 6 replies
    • 1.2k views
    • 
    • Luke Bailey
    • April 9, 2020

16. 409A and Best Interest Disclosure

    By Mark Whitelaw, March 27, 2020
    • 0 replies
    • 385 views
    • 
    • Mark Whitelaw
    • March 27, 2020

17. Bonus to pay option exercise cost

    By sdcurt, January 15, 2020
    • 5 replies
    • 1.8k views
    • 
    • Luke Bailey
    • January 16, 2020

18. 409A "Linked" Nonqualified Plans

    By EBECatty, January 9, 2020
    • 0 replies
    • 544 views
    • 
    • EBECatty
    • January 9, 2020

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

    By panther, January 7, 2020   

    • substitution
    • 1 reply
    • 438 views
    • 
    • CuseFan
    • January 7, 2020

20. Vesting upon Change in Control

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

21. Partial Plan Termination and liquidation allowed?

    By JennFC, November 11, 2019
    • 1 reply
    • 777 views
    • 
    • XTitan
    • November 11, 2019

22. Adding Distribution Options

    By Mike31, October 28, 2019
    • 6 replies
    • 783 views
    • 
    • XTitan
    • October 31, 2019

23. 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
    • 1k views
    • 
    • Luke Bailey
    • October 17, 2019

24. 409A / 457(f) - Voluntary Termination After Change in Control

    By EBECatty, October 8, 2019
    • 3 replies
    • 603 views
    • 
    • Luke Bailey
    • October 10, 2019

25. Single owner 401A issues

    By SwimmingInBowelsOfERISA, June 17, 2019
    • 2 replies
    • 799 views
    • 
    • ERISA-Bubs
    • October 2, 2019