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409A Issues

664 topics in this forum

  1. Single time and form of payment

    By Guest CABatty,
    • 9 replies
    • 3.9k views

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

    By TaxLawyer1978,
    • 9 replies
    • 1.4k views

  3. Retaining Discretion Over Early Retirement Benefits

    By 401 Chaos,
    • 9 replies
    • 2.9k views

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

    By calexbraska,
    • 9 replies
    • 1.9k views

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

    By ERISA-Bubs,
    • 9 replies
    • 2.4k views

  6. Differnt Distribution Schedule for Voluntary vs. Involuntary Terminations?

    By 401 Chaos,
    • 9 replies
    • 3k views

  7. Unlinking a Wrap Plan from 401(k)

    By Guest gaham,
    • 9 replies
    • 5.5k views
    • Guest
    • Guest

  8. alternate payout forms for DB SERPs

    By Guest JBauer,
    • 9 replies
    • 2.9k views

  9. NQDC distributions

    By Guest Campaignman,
    • 8 replies
    • 2.3k views

  10. Is this a short term deferral?

    By jpod,
    • 8 replies
    • 4.3k views

  11. 409A Alternate Payment Amounts

    By EBECatty,
    • 8 replies
    • 1.6k views

  12. Deferred Comp Payouts Prior to 1/1/08

    By Guest jensenro@gmail.com,
    • 8 replies
    • 1.7k views

  13. Substantial Risk of Forfeiture and Restricted Stock

    By Chaz,
    • 8 replies
    • 4.3k views
    • Guest
    • Guest

  14. Do I dare suggest that it's done at least one good thing?

    By Lori Friedman,
    • 8 replies
    • 3.6k views

  15. "Good Reason" Severance & Time of Payment

    By Guest crs,
    • 8 replies
    • 3.2k views

  16. Severance

    By Guest jmc51,
    • 8 replies
    • 1.9k views

  17. QDRO Acceleration vs. Nonassignability

    By dv13,
    • 8 replies
    • 9.1k views

  18. 409A and 457(f) earnings

    By Guest ecleverdon,
    • 8 replies
    • 8.5k views
    • Guest
    • Guest

  19. Payment of benefits upon death - tie to life insurance?

    By Guest Seg,
    • 8 replies
    • 3.8k views

  20. Individual life policies bought by employer...

    By J Simmons,
    • 7 replies
    • 2.3k views

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

    By kmhaab,   
    • 7 replies
    • 4.1k views

  22. Does the statement for a Cash Balance Plan equal the true PV of the benefit?

    By Guest jbergstrom,
    • 7 replies
    • 2k views
    • Guest
    • Guest

  23. IPO

    By Guest Guy Incognito,
    • 7 replies
    • 3.2k views
    • Guest
    • Guest

  24. Transitional Relief / Linked Plans

    By Guest billyj,
    • 7 replies
    • 2k views

  25. 409A: Going Concern

    By Guest awea,
    • 7 replies
    • 3.8k views

  26. Delayed Exercise Price for Stock Options Under 409A

    By 401 Chaos,
    • 7 replies
    • 4.1k views

  27. Separate Payments / Short Term Deferral

    By ERISA-Bubs,
    • 7 replies
    • 4.2k views

  28. Taxation of Lloyd's Specialty Life Insurance

    By CaliBen,   
    • 7 replies
    • 1.5k views

  29. Noncompete clause

    By Guest hsbander,
    • 7 replies
    • 4k views

  30. 409a as collateral for loan

    By Beemer,
    • 7 replies
    • 4.3k views

  31. qualified plan/non qualified plan

    By k man,
    • 7 replies
    • 2.9k views

  32. Plan Continuation After Change in Control Payout

    By EBECatty,
    • 7 replies
    • 2.4k views

  33. Unforeseeable Emergency Distribution

    By Guest mbw,
    • 7 replies
    • 2.4k views

  34. Linkage to DB plan

    By Guest Mlehman,
    • 6 replies
    • 2k views
    • Guest
    • Guest

  35. Amending Provisions to Comply with 409A in Cases of Death

    By 401 Chaos,
    • 6 replies
    • 4.1k views

  36. How to report / handle a violation.

    By HCE,
    • 6 replies
    • 691 views

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

    By kmhaab,
    • 6 replies
    • 1.2k views

  38. Plan Termination and Intentional 409A Failure

    By kgr12,
    • 6 replies
    • 3.7k views
    • Guest
    • Guest

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

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

  40. Pro-Rated Bonus Payments as Part of Severance Package

    By Guest jhall,
    • 6 replies
    • 4.6k views

  41. State Law Penalties

    By Guest mbw,
    • 6 replies
    • 3.1k views

  42. Director as Specified Employee

    By Chaz,
    • 6 replies
    • 5.1k views

  43. Phantom Carry Plan Design

    By Blackbirch,   
    • 6 replies
    • 9.5k views

  44. Short term deferrals

    By Guest JMN,
    • 6 replies
    • 2.6k views
    • Guest
    • Guest

  45. NQDC Wrap Plan - 401k to NQ is it possible?

    By Guest JArsl,
    • 6 replies
    • 4.3k views

  46. substantial risk of forfeiture

    By Guest ladycpa2,
    • 6 replies
    • 2.6k views

  47. Permissible payment event

    By mariemonroe,
    • 6 replies
    • 2.1k views

  48. Covad-19 Laid-off 409A Participants

    By Mark Whitelaw,
    • 6 replies
    • 1.6k views

  49. Revenue Procedure 2008-52

    By GBurns,
    • 6 replies
    • 2.1k views

  50. Separate EIN for Rabbi Trust

    By HCE,
    • 6 replies
    • 3.2k views
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