409A Issues

664 topics in this forum

1. 409A Manual/Practice Guide

   By Christine Roberts, October 9, 2009
   • 1 reply
   • 1.4k views
   • 
   • Ron Snyder
   • October 12, 2009

2. 409A Operational Violation

   By Chaz, March 30, 2012
   • 1 reply
   • 1.9k views
   • 
   • QDROphile
   • March 30, 2012

3. 409A plan for former employees?

   By mariemonroe, November 7, 2018
   • 4 replies
   • 1.5k views
   • 
   • mariemonroe
   • November 9, 2018

4. 409A Plan Termination Following Change in Control

   By EBECatty, December 16, 2016
   • 2 replies
   • 2.8k views
   • 
   • EBECatty
   • December 16, 2016

5. 409A Regs Released

   By XTitan, April 10, 2007
   • 2 replies
   • 1.6k views
   • 
   • XTitan
   • April 12, 2007

6. 409A Same Desk Rule

   By Jeff Kirtner, September 29, 2010
   • 1 reply
   • 2.9k views
   • 
   • Guest
   • September 29, 2010

7. 409A separation pay

   By Locust, July 3, 2007
   • 11 replies
   • 4.2k views
   • 
   • Steelerfan
   • August 16, 2007

8. 409A Service recipient stock

   By Guest RJW, May 25, 2007
   • 0 replies
   • 2.4k views
   • 
   • Guest
   • May 25, 2007

9. 409A Short-Term Deferral with Earnout

   By EBECatty, April 8
   • 3 replies
   • 866 views
   • 
   • Artie M
   • April 9

10. 409A Tax Reporting

    By ERISA-Bubs, January 17, 2013
    • 0 replies
    • 2.7k views
    • 
    • ERISA-Bubs
    • January 17, 2013

11. 409A Taxation of Specified Employees

    By Guest ERISAQUEEN, December 13, 2006
    • 5 replies
    • 2.9k views
    • 
    • Steelerfan
    • February 27, 2007

12. 409A Violation -- Failure to Pay Installment Payments

    By Guest Subsequent Deferral, May 13, 2011
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 13, 2011

13. 409A: Going Concern

    By Guest awea, May 27, 2009
    • 7 replies
    • 3.8k views
    • 
    • XTitan
    • April 5, 2019

14. 409A(b)(3) funding restrictions

    By jpod, April 6, 2011
    • 2 replies
    • 1.5k views
    • 
    • jpod
    • May 5, 2011

15. 415/401(a)(17) Excess Plan Payout Date

    By Guest Patrick Foley, March 9, 2007
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 17, 2007

16. 457(f) distribution - can it be deferred into a 457(b) plan?

    By Pension Nerd, July 11, 2016
    • 0 replies
    • 1.1k views
    • 
    • Pension Nerd
    • July 11, 2016

17. 457(f) Plan

    By cdavis25, March 11, 2013
    • 4 replies
    • 3.4k views
    • 
    • cdavis25
    • March 21, 2013

18. 457(f) Plan - Substantial Risk of Forfeiture

    By austin3515, March 2, 2015
    • 13 replies
    • 3.2k views
    • 
    • austin3515
    • March 3, 2015

19. 457(f) salary deferral -- what to do?

    By Guest ecleverdon, May 10, 2007
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • May 12, 2007

20. 457(f) Violation - Does it result in 409A penalty too?

    By WestCoast, January 24, 2011
    • 1 reply
    • 3.5k views
    • 
    • Guest
    • January 30, 2011

21. 457f Plan - Deferral Elections

    By austin3515, May 5, 2016
    • 13 replies
    • 2.2k views
    • 
    • Carol V. Calhoun
    • July 11, 2016

22. 6 Month Delay

    By XTitan, June 4, 2008
    • 10 replies
    • 4k views
    • 
    • Steelerfan
    • June 6, 2008

23. 6 month delay for specified employees

    By Guest CAG1, February 18, 2009
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 24, 2009

24. Ability to Amend Compliant Severance Terms in Employment Agreement

    By 401 Chaos, November 9, 2009
    • 2 replies
    • 1.4k views
    • 
    • 401 Chaos
    • November 10, 2009

25. Ability to modify payment formula

    By Guest ENT, September 21, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 21, 2010

26. 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

27. Accelerating Payments under Short Term Deferral Exception

    By HCE, September 18, 2018
    • 3 replies
    • 3.4k views
    • 
    • Luke Bailey
    • September 18, 2018

28. Accelerating vesting of early-exercised stock?

    By beiser, February 22, 2022
    • 1 reply
    • 840 views
    • 
    • Linda Wilkins
    • March 4, 2022

29. Accelerating vesting/payment Short-term deferral exception

    By Moosen14, November 30, 2021
    • 1 reply
    • 1.5k views
    • 
    • HCE
    • January 5, 2022

30. Acceleration - Bona Fide Dispute

    By Guest JeffG, May 31, 2008
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • May 31, 2008

31. Acceleration of grandfathered benefits

    By holdco, September 26, 2011
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • September 26, 2011

32. Acceleration of Payment

    By Randy Watson, January 4, 2007
    • 2 replies
    • 1.9k views
    • 
    • Randy Watson
    • January 12, 2007

33. Acceleration of Short Term Deferral

    By Just Me, October 17, 2014
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • October 30, 2014

34. Acceleration of vesting of a short term deferral

    By Locust, May 8, 2008
    • 5 replies
    • 3.6k views
    • 
    • Steelerfan
    • May 13, 2008

35. acceleration of vesting/payment

    By Moosen14, December 6, 2023   

    • 409a
    • 409aseparation from service
    • (and 1 more)

      Tagged with:

      • 409a
      • 409aseparation from service
      • 409a; one time and form
    • 2 replies
    • 1.7k views
    • 
    • ERISA-Bubs
    • December 7, 2023

36. Acceleration upon Termination of Plan

    By ERISA-Bubs, March 17, 2012
    • 2 replies
    • 1.9k views
    • 
    • ERISA-Bubs
    • March 20, 2012

37. Acceleration--Limited Cashouts

    By Randy Watson, November 10, 2009
    • 1 reply
    • 2.6k views
    • 
    • XTitan
    • November 10, 2009

38. Acquisition and Aggregation

    By XTitan, November 14, 2008
    • 0 replies
    • 1k views
    • 
    • XTitan
    • November 14, 2008

39. Adding a Permissible Distribution Event

    By jpod, August 2, 2006
    • 4 replies
    • 4k views
    • 
    • jpod
    • August 7, 2006

40. Adding Distribution Options

    By Mike31, October 28, 2019
    • 6 replies
    • 1.2k views
    • 
    • XTitan
    • October 31, 2019

41. Addition of a 'separation from service' event and 409A

    By kmhaab, May 9, 2016
    • 3 replies
    • 1.5k views
    • 
    • gc@chimentowebb.com
    • May 11, 2016

42. Additional of distribution trigger

    By EGB, August 29, 2007
    • 10 replies
    • 2.9k views
    • 
    • Steelerfan
    • August 30, 2007

43. Administrative Error - Calculations

    By JRG, June 27, 2011
    • 0 replies
    • 1.4k views
    • 
    • JRG
    • June 27, 2011

44. ADP and ACP Testing

    By KevinMc, January 25, 2010
    • 2 replies
    • 1.6k views
    • 
    • KevinMc
    • January 25, 2010

45. Affiliated service groups and 409(A)

    By pcbenefits007, November 1, 2023
    • 1 reply
    • 773 views
    • 
    • Luke Bailey
    • November 8, 2023

46. Age and Service Credit

    By Guest expertnovice, June 11, 2007
    • 2 replies
    • 1.6k views
    • 
    • Steelerfan
    • June 12, 2007

47. alternate payout forms for DB SERPs

    By Guest JBauer, March 14, 2007
    • 9 replies
    • 2.9k views
    • 
    • Steelerfan
    • April 4, 2007

48. Alternative Method of Determining Specified Employees

    By SycamoreFan, June 12, 2014
    • 0 replies
    • 1.3k views
    • 
    • SycamoreFan
    • June 12, 2014

49. Alternative Payment Dates

    By jpod, June 2, 2016
    • 2 replies
    • 960 views
    • 
    • jpod
    • June 7, 2016

50. Alternative time, same form, different amount

    By Guest JeffG, December 7, 2008
    • 2 replies
    • 1.1k views
    • 
    • QDROphile
    • December 8, 2008